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eyespire
New Member

FORM 8086

Personal taxes were done online. I filled out a FORM 8086 for my Roth IRA. After taxes were done and completed I do not see a Form 8086 anymore with the rest of the other forms. Did I do it right?

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3 Replies
DanaB27
Expert Alumni

FORM 8086

It depends, if you had a Qualified Distribution then Form 8606 part III isn't filled out for a Roth IRA distribution. Are you over 59 1/2 and had the Roth IRA for 5 years?

 

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eyespire
New Member

FORM 8086

Thnaks, I am younger than 59. Joint income >240,000. Did a back door roth IRA. 

DanaB27
Expert Alumni

FORM 8086

If you performed a backdoor Roth then you should have Form 8606 included with your return. Please review the instructions How do I enter a backdoor Roth IRA conversion?

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