Multiple issues:
1. 8606 carryovers on cost basis were not accurate on multiple years going back many years ago. As others have pointed out, prior year total basis on line 2 did not always pull into the following year’s 8606 so I have several I need to amend.
2. to further complicate, there are a few intervening years where I don’t have access to my return or a 5498 to confirm a contribution was made (although it likely was as the year prior to the missing year and the year after I did) and if one was I can’t confirm it was non deductible as I don’t have the tax return. The tax year is 16 years ago and from what I can gather, you can’t go back that far to request a transcript or copy of a return from IRS? I know through online requests they don’t go back that far but if you request a return via the 4506 form will they go back that far?
3. when amending the 8606 for the intervening year where I can’t verify the contribution amount or its deductibility status, do I just put a zero for contribution and calculate the basis based on whatever the prior year’s verifiable contribution was? For the total basis I would only carryover what I could verify from the prior year’s return?
