- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
The only way to know if there was a basis would be from old tax returns showing the 8606. Without that form, you can't prove basis. You can get a tax transcript and see if there is an 8606 in there. It will also show the distributions and tax return so you can see if there is a difference. Most people do not have a basis, but some do. See About Form 4506-T, Request for Transcript of Tax Return
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
March 9, 2022
8:42 AM