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Level 2
posted Jan 24, 2024 12:53:28 PM

Form 8606

How can I find Form 8606 on prior years’ tax returns? I have always kept up with IRA basis on TT but the basis did not auto populate this year. We have not made non deductible contribution for several years but I need the history that was maintained in TT. 

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5 Replies
Level 15
Jan 24, 2024 1:22:23 PM

If it's been several years, 

the only way to know your prior years basis is to consult your own tax records,

which should include a copy of the last Form 8606 you filed,

'

@evans-j-l 

Level 2
Jan 24, 2024 1:31:38 PM

Thank you. What entry makes the 8606 print when tax return is submitted?

Expert Alumni
Jan 24, 2024 1:35:48 PM

Here's How to Trigger Form 8606 in TurboTax.

 

When you print your return, choose 'All forms and worksheets' or Search for Form 8606.

 

Here's more info about IRS Form 8606. 

 

Level 2
Jan 24, 2024 2:31:37 PM

Thank you. How do I print worksheets from prior years?

Employee Tax Expert
Jan 24, 2024 2:39:27 PM

If the worksheet had information in it in prior years on TurboTax then it should print along with the tax return for that year.  Log in to your TurboTax account and find the prior year return in question and print it.  You should see the worksheet there.

 

@evans-j-l