- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
The proper way to file Form 8606 is attached to Form 1040-X.
Form 8606 can be mailed by itself only when you are otherwise not required to file a tax return. See Instructions for Form 8606 which state exactly that.
--
Do you have the correct taxable amount on Line 4b, and did not take a deduction?
After you e-File (you already filed)
get 2021 Form 1040-X from IRS website and mail it in with your 2021 Form 8606, which you can also get in fillable PDF.
Note: since you are not changing any dollar amounts on your amended tax return, you can leave all the lines 1-23 EMPTY.
--
Part III explanation: "didn't include Form 8606 with filed return".
Repeat for other years.
Done this way, you sign 1040-X, not 8606
‎April 29, 2023
3:29 AM