- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Yes, I am saying the Form 8606 should be filed now for 2019. The IRS has been known to process Form 8606 that was filed late even one that is filed after the regular three-year statute of limitations for claiming a refund has expired. This is why it's important to file the form to show your after tax/nondeductible contributions and we will assume they will acknowledge it and allow this to be used when you take distribution because you already paid tax on the money you contributed that was not allowed to be deducted on your tax return.
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
**Mark the post that answers your question by clicking on "Mark as Best Answer"
‎February 26, 2024
4:08 PM