How or where do I discover 2024's IRA withdrawals and what were the taxable portions?

thom7snyder — Fri, 06 Mar 2026 16:59:38 GMT

I did not have an 8606 form in tax year 2024

Re: How or where do I discover 2024's IRA withdrawals and what were the taxable portions?

Opus 17 — Fri, 06 Mar 2026 17:13:29 GMT

You only have form 8606 if part of your withdrawal was non-taxable because you did not take a tax deduction when making the original contributions. If this is the case, you must include form 8606 every time you make a withdrawal. If you did not include form 8606 in 2024, you may need to file an amended return. Go back over your prior returns until you find the most recent return with a form 8606, then post back here with more details.

If you did not make non-deductible contributions, you would only have form 8606 if you had withdrawals or conversions to/from a Roth IRA. You'll have to add more details for us to understand your question.

topic How or where do I discover 2024's IRA withdrawals and what were the taxable portions? in Retirement tax questions

How or where do I discover 2024's IRA withdrawals and what were the taxable portions?

Re: How or where do I discover 2024's IRA withdrawals and what were the taxable portions?