dmertz
Level 15

Retirement tax questions

@toastabreads , what is your reason for needing Form 8606?  If it's the same as indicated in the original question that started this thread, that you received a code-J Form 1099-R, there is no avoiding TurboTax including Form 8606 in your tax return; entry of a code-J Form 1099-R forces the use of Part III of Form 8606 to calculate the taxable amount from the amount in box 1 of the Form 1099-R and the additional information you provide after clicking the Continue button on the page that lists the 1099-Rs that you have entered.