KREC
Level 3

Retirement tax questions

Added question: if there are a few years between 8606s: where I know a contribution was made to a TIRA, but can’t get a 1040 for those years to confirm whether it was treated as a deductible or non deductible, do I skip those years and just carryover the cost basis from the year prior to those two years when I can document how the contribution was treated?