Personal Investments • Forgot to file 8606, now what?

[NOTE! This is a resurrection of a 15 year old thread. ]

ok. I will return to this thread with an update when they contact me. I agree this will cost their staff some time, so they might charge us. Correcting the amount of tax-paid contributions was important though, because we didn't want to be taxed twice when we convert or distribute.

Hi praxis, did you ever hear back again from the IRS on your stack of standalone 8606 forms?

I came across this thread when trying to research the following question...if someone has sent in a standalone 8606 form, does that information appear anywhere in their tax transcripts? That is, I'm wondering if there is any way to CONFIRM the IRS has processed standalone 8606s when viewing an online account.

Statistics: Posted by neurosphere — Fri Nov 15, 2024 1:40 am — Replies 21 — Views 11180

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