DanaB27
Expert Alumni

Retirement tax questions

You can file Form 8606 by itself if it doesn’t change the rest of the tax return. You will have to download for each year the Form 8606. You can find the prior year's Form 8606 on the IRS website.

 

Technically you can be fined $50 for failing to file the form on time, but the penalty can be waived if you have reasonable cause. Please see Relief for Reasonable Cause for additional information.

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