Retirement tax questions

@DanaB27  Thanks for the reply!

 

I have seen some other members that are not able to just do a standalone 8606 and that the IRS asks for a 1040X to go along with it, as a standalone 8606 can only be done if you don't need to file a 1040?

  

If I need to do a 1040X, it seems like the amendments can only be done 3 years after you file the return?  Or since there is no change to the taxes can I go back to 2016 and 2017 years and fix them too. 

 

thanks!