dmertz
Level 15

Retirement tax questions

If in 2020 you made no new nondeductible contributions for 2020, made no distributions from a traditional IRA, made no nonqualified distributions from a Roth IRA and did no Roth conversions in 2020, it's correct that your 2020 tax return does not include Form 8606.  The basis shown on line 14 of your most recently filed Form 8606 still shows your correct basis in nondeductible traditional IRA contributions.

 

Always retain a copy of your most recently filed Form 8606