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Retirement tax questions
@69VanNuys - Start with the first year that there was a non deductible contribution and fill out a 8606 form for THAT year with the non-deductible contribution on line 1. The amount on line 14 will carry to line 2 of the next years 8606 and will be added to that years line 1 contribution. Repeat for each year that there was a non-deductible contribution until current.
You can download past years 8606 forms (and instructions) from the IRS here:
Mail the 8606 forms to the IRS:
**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.**
ā€ˇFebruary 15, 2020
8:22 AM