- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
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
**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.**
March 28, 2020
7:49 AM