JamesG1
Expert Alumni

Retirement tax questions

The 8606 should be filed to 'prove' the cost basis of your IRA.  Please see When and where to file on page 2 of the IRS instructions.

 

2015 form 8606 is here. If you were able to file the 2015 tax return, and the entry on form 8606 generated a refund, you would not be eligible for that refund.

 

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