Retirement tax questions

You may need to enter Forms mode in order to create the second 8606.  

Here's how to switch to forms mode for Windows 

Here's how to switch to forms mode for Mac

 

If this does not work then we suggest deleting the 8606 forms and starting again (not in Forms mode).  

How do I view and delete forms in TurboTax Online?

  • Open or continue your return in TurboTax.
  • In the left menu, select Tax Tools and then Tools.
  • In the pop-up window Tool Center, choose Delete a form.
  • Select Delete next to the form/schedule/worksheet in the list and follow the instructions.