lkuchewi
New Member

Form 8606

What do I do if I just found out that form 8606 exists and I have never filled it out even though I have had an IRA for years.  I only have balance information for 2018 and 2019 because it was rolled over from 1 vendor to another due to a change in the company handling it.  I originally had a Roth IRA, which was converted to a traditional IRA sometimes around 2014.  I don't have any balance information and was never sent any tax documents for the account after it was converted to a traditional.  I always check for tax documents, but nothing was ever available mentioning form 8606.  I obviously want to do everything correctly, but don't have the ability to fill out the form further back than 2018 and then what do I put in box 2 for the 2018 and 2019 forms?