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February 1, 2021
Question

I have a fixed income annuity 3 years. no payout was given. do i need to file a form 8606?

  • February 1, 2021
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1 reply

February 1, 2021

No, a Form 8606 to reports:

  • Nondeductible contributions you made to traditional IRAs.
  • Distributions from traditional, SEP, or SIMPLE IRAs, if you have ever made nondeductible contributions to traditional IRAs.
  • Conversions from traditional, SEP, or SIMPLE IRAs to Roth IRAs.
  • Distributions from Roth IRAs.