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Retirement tax questions
Nothing has changed form many year in TurboTax with regard to the need to include Form 8606. TurboTax has always properly excluded Form 8606 if there was no new nondeductible traditional IRA contribution to report, no traditional IRA distributions to report when you had basis in nondeductible traditional IRA contributions, and you did no Roth conversions.
March 6, 2022
10:45 AM