Get your taxes done using TurboTax

After spending a couple of hours exploring and google, I finally find out a way to fill in 8606 in TurboTax that I want to share with the community. 

 

My instructions are based on TurboTax 2020 desktop version:

1. Menu: View -> Forms

2. In the form view, choose open form and type 8606 in the text box

3. It will list 8606-T (primary taxpayer) and 8606-S(spouse)

4. Select the 8606 form you want to work on

5. Typing the header information is straightforward

6. Entering numbers is tricky. TurboTax doesn't allow you to enter numbers directly on 8606. Instead, you need to navigate and enter numbers in the supporting form: IRS contribution working sheet. Then the correct numbers will show up on 8606.

 

After six steps, you are all set for filing 8606. Hopefully, it helps you!

 

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