I cannot file. Turbo tax is missing Form 8606T and 8606S. What is the deal? It is February 14 already....and still missing forms?

[dpklees]

Thank you. Macuser. That seems to have done the trick. I was considering an uninstall/reinstall, but your reminder about removing the ancillary files from the Library likely saved me some frustration.

[macuser_22]

@dpklees - Glad it worked for you.

@darrellfung - Yes the 8606 was in an earlier update.

[tran99]

Yeah!  Forms 8606 for taxpayer and spouse are finally installed and found at FreeFileFillableForms.

[tchenevey]

I WILL NEVER USE TURBO TAX AGAIN. THEY HAVE NO CUSTOMER SUPPORT TO EVEN CALL. NOW I KNOW WHY. IM GOING TO REPORT THEM TO BBB. 

[aggravating]

When I first ran into the form 8606 not ready alert I wanted to rag on Intuit but after a little research I found it the delay was due to the Fed still trying to sort out the new tax law impacts.

Today (2/15/18) TurboTax sent out an update that included an updated 8606 form. However, user beware. Even though I previously transferred all data from my 2016 taxes, the previous year’s basis did not appear on the 2017 form 8606. I had to manually enter the value through the cryptic quick zoom worksheet. Once I did that everything calculated. Had I not checked, all the error checking would have passed fine, but I would not have had a correct return!

[macuser_22]

@aggravating - The 1099-R interview after the summary screen asks for the prior years non-deductible basis and should be auto-filled with the carryover basis if you transferred 2016 to 2017.   If it transferred from 2016 that amount should be on the "IRA Info Wks" line 12.  If not there then it did not transfer from 2016.

[aggravating]

As I mentioned I transferred all my 2016 data a few weeks ago when I first started doing my 2017 taxes. I was all done with 2017 except for the 8606. The issue is that the carryover basis either did not carry over (transfer error) or the 8606 update did not auto-fill as it should have.

[macuser_22]

As I said, Is the carryover basis on line 12 on the "IRA Info Wks"?  If not, then  the problem is with the transfer of the 2016 data (or it was not stored properly in the 2016 data).

[aggravating]

Well, yes it is because I had to manually enter it there. But, it was not there when I first discovered the problem. And yes it was on line 3 of my IRA info Wks for 2016 so it should have been carried over.

[macuser_22]

Can's say what happened.  My carry over's form 2016 worked fine.   Perhaps you did the transfer early before updates.  That seems to be a transfer issue to the info wks and not a 8606 issue.

[aggravating]

Yes, I did the transfer in mid-January and I've had to so several updates since then. I simply wanted to post since other users have been waiting for the 8606 to be available and I wanted to alert them to double check the form once it's been filled out by TurboTax.

[42Amy1]

Same problem different year-2021 return in 2022.