Get your taxes done using TurboTax

Yes, form 8606 and the worksheets will be generated and filed with the IRS 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)

Please follow this link for more information.

Here is a TurboTax link about form 8606.

 

To check to see if the form is present, you can view your return before efiling.  Here is a TurboTax article that explains how.

 

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