Re: The links that macuser_22 provided are for the...
Level 15

Retirement tax questions

@Nari12 wrote:

Is it required to file 1040X  and send with 8606 form for each year it is missed?

I have the same problem and one of the IRS help on line advise to file 1040X along with 8606 form. 

Thanks for your suggestion


A 1040X is only required if you are changing from a deductible or non-deductible contribution or visa-versa that would require either paying additional tax or getting a refund.    Simply reporting a missed 8606 that should have been included with the original tax return does not require a 1040X because you are not amending anything,  you are just supplying an original form that was missed. 


And yes, a separate 8606 for the tax year that is was required must be filed for each year.


8606 form are only required if:

1) You make a new non-deductible Traditional IRA contribution.
2) You take a distribution from a IRA that has a after-tax "basis".
3) You make a conversion of a retirement account to a Roth IRA


Past year forms for each here can be downloaded form the IRS site:

If none of those occurred, then the last filed 8606 remains in effect

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
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