Retirement tax questions

@mvhenninger 

I assume you're using Online TurboTax.  The jump method of navigation should work when done correctly.   Are you doing it like this image?   Do not use quotes.   Ignore any dropdown suggestions while entering.  After entering, click the adjacent magnifying glass icon as shown in the image.

 

The jump link should take you to the start of the interview for Traditional and Roth IRAs.  There are also other ways to get there.   If you've already gone through the IRA interview section, it may have created a Form 8606 for you in the background, if needed.

 

However, if you have one of the special situations that require a standalone Form 8606 as macuser_22 mentioned above, then the FAQ he provided above tells you about those circumstances and what to do as far as manually preparing the 8606 to file with your return.

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form8606.png