turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

hovi3216
New Member

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.

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

5 Replies
DianeW
Expert Alumni

How to generate form 8606-s

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.

How to generate form 8606-s

If she had a basis, but no distribution, and no non-deductible contributions or Roth conversions, there is no need for Form 8606.
DianeW
Expert Alumni

How to generate form 8606-s

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.

How to generate form 8606-s

BUT, TurboTax won't add it ! None of the options presented applies.
It's the taxpayer's job to hold the last Form 8606 in his/her records.
In fact, IRS wants you to keep all Form 8606s indefinitely, until all your IRAs are closed.
DianeW
Expert Alumni

How to generate form 8606-s

Thanks again @fanfare!

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question