ThomasM125
Expert Alumni

Retirement tax questions

The instructions to form 8606 say to file it with your tax return if you are required to file a tax return. Otherwise, you can file it separately. That is open for interpretation, but it does indicate that it can be filed separately in some circumstances.

 

I would probably by OK to file it separately by certified mail so you have a record of having filed it.

 

@psychoanalyst

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