KREC
Level 3

Retirement tax questions

It's likely that those two years that are missing (2008 and 2010) and a couple years prior to 2007 did have an 8606 filed (I have 5498s so there were definitely contributions in those years), but since I don't have access to the returns, I can't amend those or include the contributions for those two years without knowing if they were deducted or not.

 

1. do I just explain that in a cover letter, stating that I am amending the following years 2007, 2009, 2011-2014 and that two intervening years (2008 and 2010) and anything prior to 2007, I cannot amend due to lack of a copy of the return?

 

2.Do I fill out anything for 2008 and 2010 to show the carryover or from the year prior or do I just skip over them? 

 

I haven't made any additional contributions or any distributions since 2014 so that form in the stack will serve as the most current for basis.