Get your taxes done using TurboTax

Did you enter a Form 1099-R for the distribution from a traditional/SEP/SIMPLE IRA or for a conversion to a Roth IRA? As seen on Form 8606 the instructions, in the box under line 3, state that if you do not have a distribution or conversion entered then you do not complete the rest of Part I. Therefore, line 4 will be empty.

If you received a Form 1099-R then please follow these steps to enter it in TurboTax:

1. Click on the "Search" on the top right and type “1099-R” 
2. Click on “Jump to 1099-R”