Form 8606 was not filed in 2022 although taxes were paid on the Roth conversion from an IRA account. Do I just print off the 8606 forms and mail them to the IRS?

[sharonandmitch]

How do I send last year's tax form 8606 to the IRS?

[fanfare]

IRS will return the form to you if it is not attached to 1040-X

did you already pay the correct tax? if so, the 1040-X is simplified.

[PatriciaV · Accepted solution]

Although the instructions for Form 8606 indicate the form should be included with a filed tax return, you may wish to mail it separately. Be sure to include a signed copy of Form 1040 (all pages, stamped COPY) so the IRS can match the 8606 to your 2022 return.

@sharonandmitch 

[dmertz]

Did you use TurboTax to prepare your 2022 tax return?  If so, how is it that Form 8606 was not included?  Did you fail to enter the 2022 Form 1099-R that reported the distribution that was converted to Roth or did you  incorrectly answer TurboTax's questions regarding what was done with the distribution?