LeonardS
Expert Alumni

Retirement tax questions

To kickstart Form 8606 follow these 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.
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