I just realized that I should have filed Forms 8606 for my wife and I with our 2024 tax return. We distributed money from our traditional IRAs for direct deposit to our Roth accounts. We only need to fill out Part II of the form because we have never made any nondeductible contributions to our traditional IRAs nor have we ever taken any distributions from a Roth account.
I reopened my 2024 TT file but I cannot figure out how to get TT to prepare the 8606. I can obviously fill out a stand-alone form and use it to file an amended tax return but I will have the same issue in 2025 and the future so I need to learn how to do this. Any help would be appreciated.
Also, any suggestions on how to file a 2024 return when the only change is to add a missing form which does not affect our tax liability? Anything tricky about it?
