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How do I attach 2015 8086 form from the previous 2015 tax year, to this years 2016 e-filing, as I made the IRA contribution in Feb 2016

 
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Level 15

How do I attach 2015 8086 form from the previous 2015 tax year, to this years 2016 e-filing, as I made the IRA contribution in Feb 2016

You cannot attach a 2015 Form 8606 to your 2016 tax return.  It is never appropriate to do so.

If your 2016 tax return needs to include a Form 8606, it would be a 2016 Form 8606.  Any amount from line 14 of your 2015 Form 8606 would carry forward to line 2 of your 2016 Form 8606, assuming that your 2016 tax return requires that Form 8606 be included.


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Level 15

How do I attach 2015 8086 form from the previous 2015 tax year, to this years 2016 e-filing, as I made the IRA contribution in Feb 2016

You cannot attach a 2015 Form 8606 to your 2016 tax return.  It is never appropriate to do so.

If your 2016 tax return needs to include a Form 8606, it would be a 2016 Form 8606.  Any amount from line 14 of your 2015 Form 8606 would carry forward to line 2 of your 2016 Form 8606, assuming that your 2016 tax return requires that Form 8606 be included.


View solution in original post