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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.
March 11, 2020
6:08 AM