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You did not include my wife Form 8606?

 
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2 Replies
ColeenD3
Expert Alumni

You did not include my wife Form 8606?

If needed, it should be automatically included. Unless you made either a 2019 contribution or distribution there is nothing new to report on a new 8606 so the last filed 8606 remains the current 8606 in effect, not matter how many years ago.

 

You did not include my wife Form 8606?

You don't normally enter a 8606 itself. It is automatically created when:

1) You make a new non-deductible Traditional IRA contribution.
2) You take a distribution from a IRA that has a after-tax "basis".
3) You make a conversion of a retirement account to a Roth IRA

If none of those occurred, then the last filed 8606 remains in effect

There are some circumstances when a 8606 must be files for other reasons and might require filing a stand-alone 8606.

https://ttlc.intuit.com/questions/1899503-what-is-form-8606-nondeductible-iras-used-for

**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.**

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