- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
@angela829 can you clarify what you did in 2025 that requires Form 8606 - did you make a non-deductible contribution or take a distribution or make a Roth conversion etc? if nothing happened you are not required to file 8606 if it's just to carryover basis, see "Who Must File"
yesterday