KTS2021
Level 2

Hello ProConnect Community!

Can the form 8606 be filed as a stand-alone or does it need to be with amended return if I need to file it after the original return was submitted? 

II have heard somebody saying it can be a stand alone document.  If so, how can I create a stand alone Form 8606 in ProConnect? Do I have to do it manually?  Or does Form 8606 need to be a part of amended return? 

Back story...  A client fully funded Roth IRA and filed the original return.  Later they recharacterized the Roth to non-deductible TIRA due to their MAGI being over the Roth limit.  

Thank you!

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