DaveF1006
Expert Alumni

Retirement tax questions

You may need to answer additional questions in your return so that lines 4-13 may be accurately reflected in your return. Try these exact steps:

  1. Open your return if it isn't already open.
  2. Inside TurboTax, search for this exact phrase, including the comma: 8606, nondeductible ira contributions
  3. Select the Jump to link in the search results.
  4. Proceed through the IRA section, answering questions as you go.
  5. When you reach the screen Any nondeductible contributions to your IRA? answer Yes, then continue. We'll generate and fill out the 8606 behind the scenes.
  6. Be  sure to answer all the questions accurately and not skip each STEP.

[Edited 02-14-2021|12:37 PM PST]

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