DanaB27
Expert Alumni

Retirement tax questions

If you made nondeductible traditional IRA contributions but didn't include Form 8606 on your 2021 and 2022 tax returns then you can file the 2021 Form 8606 and the 2022 Form 8606 by itself and mail them to your designated IRS office. Be sure to include your address on page 1 of the form and your signature and the date on page 2 of the form. Please see Instructions for Form 8606, Nondeductible IRAs for details.

 

Please check line 20 of Schedule 1 on your 2021 and 2022 tax returns that you did not take an IRA deduction.

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