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Level 1
June 30, 2019
Question

Form 8606 failed to file for spouse

  • June 30, 2019
  • 2 replies
  • 18 views
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    2 replies

    Critter
    Level 15
    June 30, 2019

    You have 2 options ... you can amend the return if needed and attach the 8606   OR   mail in the 8606 on it's own.  

    macuser_22
    Alumni - Champ
    Alumni - Champ
    June 30, 2019

    Did your spouse either make a new non-deductible Traditional IRA contribution, take a Traditional IRA distribution (have a 1099-R) or do a conversion to a Roth IRA?   If not then there should NOT be a new 8606-S.

     

    Also, if one of the above does apply then you might have not indicated that the contribution or 1099-R was for the spouse and it went on a 8606-T instead.

    **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.**