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Get your taxes done using TurboTax
@sandeeptt wrote:
Thanks for your reply again.
I understand that I need not file the form 8606. But I would like to. This will make it easier for me to track the basis over the years. In fact, an earlier comment in this thread by the Turbotax expert also suggests filing the form as well.
Is it possible to force the form 8606 filing in Turbotax?
Right on the front of the form it says "Complete this form only if..."
https://www.irs.gov/pub/irs-pdf/f8606.pdf
Instructions are here
https://www.irs.gov/instructions/i8606
You need to keep your prior forms, that's what you will need in the future.
March 28, 2023
11:33 AM