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Retirement tax questions
You can check third party websites for prior year TurboTax software to review your older tax returns for your correct cost basis in your IRA(s). Keep in mind that Form 8606 is a signature form and can be filed by mail by itself to correct it.
Unfortunately the IRS only goes back only seven years and there is a fee for each copy of your returns.
- Prior year tax returns are available from the IRS for a fee. Taxpayers can request a copy of a tax return by completing and mailing Form 4506, Request for Copy of Tax Return, to the IRS address listed on the form. There's a $43 fee for each copy. These are available for the current tax year and up to seven years prior.
- Request a copy of a tax return: Prior year tax returns are available from the IRS for a fee. Taxpayers can request a copy of a tax return by completing and mailing Form 4506, Request for Copy of Tax Return, to the IRS address listed on the form. There's a $43 fee for each copy. These are available for the current tax year and up to seven years prior.
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‎April 6, 2025
1:12 PM