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Level 1
posted Jan 25, 2023 3:24:57 PM

Form 8606 missed

I made nondeductible contributions to my traditional IRA back in 2015, but forgot to file Form 8606. Would you please advise how to correct it? Do I need to re-file the 2015 tax or just send the 2015 Form 8606 to IRS? Thanks.

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3 Replies
Expert Alumni
Jan 25, 2023 3:34:35 PM

You can file the 2015 Form 8606 by itself.

 

Technically you can be fined $50 for failing to file the form on time, but the penalty can be waived if you have reasonable cause. Please see Relief for Reasonable Cause for additional information.

Level 1
Jan 25, 2023 4:18:52 PM

Thanks! Just to confirm ... I can fill and print out form 8606 and mail it to IRS (no need to refile the tax return), am I right? Thanks!

Expert Alumni
Jan 25, 2023 4:28:56 PM

That is correct.

 

@WhiteGeorge