If the form was included in your tax file, it was e-filed with your return. We'll automatically generate and fill out Form 8606 (Nondeductible IRAs) 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 (not including 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)
However, you'll have to download and print Form 8606, manually fill it out (instructions), and print and file your return, if any of these three situations apply to you:
- You received a distribution from an inherited traditional IRA that had nondeductible contributions.
- You transferred an inherited plan account to a Roth IRA.
- You received a distribution from an inherited Roth IRA that was not a qualified distribution.
How do I find Form 8606?
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