How can I amend an IRS tax form 8606 (Nondeductible IRAs)? The form has a signature line, allowing it to be filed by itself, but I already filed one for the year in question and now need to amend it to make a correction. How can I do this? Do I just file another form 8606, or must I do a 1040-X? Do I also send this amended form 8606 to my state of California? Note that my 1040 remains unchanged with the update to the form 8606.

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    If you amend the form and any of the lines taken to 1040 change - you have to file 1040X. In this case you also have to send the form to Cali (They require copies of anything that triggered the amendment). However I have no idea if you can change a 8606 after it has been submitted, so not posting it as an answer...
    – littleadv
    Dec 5, 2011 at 22:20
  • My 1040 is unchanged with the amendment.
    – WilliamKF
    Dec 5, 2011 at 23:19
  • Did you figure this out? I'm in this boat for a few years, and the 8606 doesn't change my 1040, so I'm not sure whether to include the unchanged 1040X or just the revised (or not included) 8606.
    – TechieJ
    Feb 17 at 22:18

1 Answer 1


From the Instructions for Form 8606:

Amending Form 8606

After you file your return, you can change a nondeductible contribution to a traditional IRA to a deductible contribution or vice versa. You also may be able to make a recharacterization (see page 3). If necessary, complete a new Form 8606 showing the revised information and file it with Form 1040X, Amended U.S. Individual Income Tax Return

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