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Level 1
Jun 6, 2019 5:51 AM UTC
Question

How to generate form 8606-s

How to generate Form 8606-S.

Have generated Form 8606-T with inputs on distribution Form 1099-R.

Spouse has no distribution and thus no Form 1099-R on her IRAs.

5 replies

Alumni - Intuit
Jun 6, 2019 5:51 AM UTC

To record information and/or track nondeductible contributions on Form 8606 follow the steps here.

  1. Select My Account in the upper right
  2. Select Tools
  3. Select Search Topics. Go ahead and click it. 
  4. On the next window you will see a search box. Search 8606 
  5. Select Go
  6. Begin entering the information and select the appropriate spouse.
  7. Follow the prompts to enter your information.
  8. Use the images attached to assist.
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fanfare
Level 15
Jun 6, 2019 5:51 AM UTC
If she had a basis, but no distribution, and no non-deductible contributions or Roth conversions, there is no need for Form 8606.
Alumni - Intuit
Jun 6, 2019 5:51 AM UTC
That's true @fanfare, thank you.  
@hovi3216 it never hurts to file it so the IRS always has a current record of your "after-tax" basis.
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