@mesquitebean wrote:
@mvhenninger
I assume you're using Online TurboTax. The jump method of navigation should work when done correctly.
Actually TurboTax is very misleading. The 8606 "jump to" does not take you to a 8606 for at all - it takes you to the IRA contribution interview that *might* generate a 8606 if you are reporting a non-deductible Traditional IRA contribution, but if you are reporting a IRA distribution or a Roth conversion that requires a 8606 then that is of no use whatsoever - you must know to go to the 1099-R interview for that.
If you need a 8606 for another reason, such as an inherited IRA with a basis, then you must manually prepare the form and attach it to a mailed tax return.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
