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Retirement tax questions
Attach Form 8606 to your return if required.
If you failed to attach it, you need to file form 1040-X to attach it.
SO
E-file your return, don't file on paper.
After it is ACCEPTED,
get Form 1040-X from IRS website and mail it in with your 8606.
Note: since you are not changing any amounts on your tax return, you can leave all the lines 1-23 EMPTY.
The names on 8606 should be "<owner> and <your name> BENE" or Beneficiary if it fits.
In a few months to a year, you will get an acknowledgement from the IRS.
‎February 19, 2022
5:21 AM