MarilynG1
Expert Alumni

Retirement tax questions

@Parker_3 Click this link for more info on Form 8606, including how to trigger the form. 

 

If you don't report any 'Non-Deductible Contributions' the form is not generated in TurboTax. 

 

If you don't qualify to make a non-deductible contribution, TurboTax won't ask you about them, although the form is used in the Home & Business product.

 

This link has detailed info on Non-Deductible Contributions.

 

Review your contribution info on your prior year returns; you may not need to Amend Your Returns

 

 

 

 

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