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when rolling a pension fund into an IRA

When I retired in 2002 the company had $13k in what they called their "Pension Accumulation Fund". All the money in the fund was put in by the company. When I retired I rolled it into a traditional IRA with Vanguard.

I did my taxes with Turbo Tax for 2002. It entered the $13k as a non- taxable distribution on form 1040 but did not create a corresponding form 8606 indicating it was rolled over. Should it have? If yes, is there any need to since all the money will be taxable when I withdraw it?

Reply to
Jane
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A Form 8606 only would have been required if you had a cost basis in the fund. As you did not have a cost basis, no 8606 should have been filed.

Reply to
Alan

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