dmertz
Level 15

Retirement tax questions

The calculation required is still exactly the same as is done on Form 8606 Part I.  If you want, you can do the same calculation on a blank sheet of paper and include it as an explanation statement and just not call it Form 8606, but I think it's clearer to show it on a Form 8606 and just mark the name and TIN as needed to indicate the purpose.