Rachel_W
Expert Alumni

Retirement tax questions

1) Yes, you still need to submit a Form 8606 for 2018 since that is the year of your contribution.  It doesn't matter when you plan to take a distribution.

2)  Form 8606 can be filed separately, so it is not necessary to amend your 2018 Tax Return.  You will need to mail this form in as it cannot be e-filed.

Form 8606 should be mailed to the same address as a Form 1040.  The mailing address depends on which State you live in.  Click here and choose your State: https://www.irs.gov/filing/where-to-file-paper-tax-returns-with-or-without-a-payment.

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