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Retirement tax questions
Thanks for your response, fanfare.
I'll file 1999 Form 8606 and amend 1040 for the year, 1999, if necessary.
Thus, the lack of Form 8606 will be solved.
Now, I'm a bit confused. Your second reply seems lacking "What to do about a distribution I took for 2022" part. You said in your 1st reply, "When you file showing a distribution, enter your prior years basis on 8606 Line 2." By this, you mean "when I file Form 8606 for 2022? I would appreciate your confirmation.
My 2nd question: Can I file 1999 Form 8606 and 2022 Form 8606 together? Actually, I do not need to file 1040 for 2022.
‎February 4, 2023
9:31 PM