Why sign in to the Community?

  • Submit a question
  • Check your notifications
Sign in to the Community or Sign in to TurboTax and start working on your taxes
Level 2
posted Jun 3, 2019 1:18:23 PM

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

0 1 322
1 Best answer
Level 15
Jun 3, 2019 1:18:24 PM

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.


1 Replies
Level 15
Jun 3, 2019 1:18:24 PM

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.