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Retirement tax questions
As you mentioned, it is not necessary to file an Amended return as Form 8606 is a stand-alone form that can be mailed separately.
You can enter your the amount from your Form 8606 line 14 into TurboTax so that it keeps track of your basis from year to year. To do so, sign into your return, and search IRA basis using the magnifying glass in the upper right hand corner. Next, click on the jump to IRA basis link.
Please see this TurboTax Help Article for more information: Where do I find Form 8606?
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‎February 7, 2025
8:29 AM
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