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Retirement tax questions
For an inherited IRA with basis, the names on 8606 should be "<owner> and <your name> BENE" or Beneficiary if it fits, and your SSN.
TurboTax won't prepare such a form. You can get the form in fillable PDF format on the IRS website.
After e-Filing you can mail it attached to Form 1040-X .
Explanation: "form not included with e-File due to software issues"
Note: when you are not changing any dollar amounts on your amending 1040-X, you can leave all the lines 1-23 EMPTY.
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Done this way, you sign 1040-X, not 8606.
Do not include your old 1040 nor your revised 1040 because they are identical.
‎April 14, 2025
7:44 PM