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March 8, 2025
Question

Regarding filing form 8606

  • March 8, 2025
  • 1 reply
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Do I need to file form 8606 for the following: Pre-tax funds from a 401K rollover account were used to purchase a 5 year annuity in Sep 2024. 

    1 reply

    March 8, 2025

    No, pre-tax funds are not recorded on Form 8606. 

     

    Please see Who Must File 2024 Form 8606 for additional information.

     

     

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