Retirement tax questions


@correctax wrote:

Thanks. Do I need to tax amend 8606 for my 2018 tax year return then?


If you did not deduct the 2018 contribution and have no other reason to amend then just mail a 2018 8606 by itself with the non deductible contribution on line 1, 3 & 14 (unless you have a 8606 form prior years, then the lat filed 8606 line 14 goes on line 2 of the 2018 8606).

 

2018 form:  https://www.irs.gov/pub/irs-prior/f8606--2018.pdf

2018 instructions: https://www.irs.gov/pub/irs-prior/i8606--2018.pdf

https://www.irs.gov/filing/where-to-file-addresses-for-taxpayers-and-tax-professionals-filing-form-1...

**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.**