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Financial Planning / Tax Strategies


Subject:  Re: e-File with attachments Date:  1/31/2010  10:43 PM
Author:  TMFPMarti Number:  108825 of 131786

I have a ROTH IRA distribution in 2009. It is not taxable. The instructions for form 8606 says to show it on line 15a of the 1040 but not 15b. Then the instruction says to include a written explanation.

A little further explanation since I'm the one who directed OP here. This was a return of a 2008 contribution and negative earnings in March 2009 with a 2009 1099-R coded "P." OP already knows to file an amended 2008 return.

The question is strictly can you e-file with attached statements, and if so, how?

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