How do I amend and submit prior year(s) Form 8606 for a Traditional IRA to Roth Conversions? Tracking of Roth contributions is incorrect on current year Form 8606.

Note - there were NO backdoor conversions (eg no contributions to a traditional IRA during these years), just a conversion from existing IRA to Roth IRA. Thank you.

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Expert Alumni

Mar 28, 2024 8:48:33 PM

To amend a Form 8606 you need to submit it with a Form 1040-X Amended U.S. Individual Income Tax Return. For instructions on how to amend your return see:

How to File an Amended Tax Return with the IRS

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How do I amend and submit prior year(s) Form 8606 for a Traditional IRA to Roth Conversions? Tracking of Roth contributions is incorrect on current year Form 8606.