JamesG1
Expert Alumni

Get your taxes done using TurboTax

TurboTax automatically generates IRS Form 8606 if you reported any of these on your tax return:

  • Nondeductible contributions made to a traditional IRA
  • Distributions from a traditional, SEP or SIMPLE IRA that had nondeductible contributions (excluding rollovers, conversions, recharacterizations, qualified charitable distributions, one-time distribution to fund an HSA, or return of certain contributions)
  • Conversions from a traditional, SEP, or SIMPLE IRA to a Roth IRA
  • Distributions from a Roth IRA (other than rollovers, recharacterizations, or a return of certain contributions)

To trigger IRS Form 8606 in TurboTax, follow these instructions:

  1. Open your return if it isn't already open.
  2. Inside TurboTax, search for this exact phrase, including the comma: 8606, nondeductible IRA contributions
  3. Select the Jump to link in the search results.
  4. Proceed through the IRA section, answering questions as you go.
  5. When you reach the screen Any nondeductible contributions to your IRA? answer Yes, then continue. We'll generate and fill out the 8606 behind the scenes.
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