MarilynG1
Employee Tax Expert

Retirement tax questions

TurboTax will generate Form 8606 for you, if:

 

1) You make a new non-deductible Traditional IRA contribution.
2) You take a distribution from a IRA that has a after-tax "basis".
3) You make a conversion of a retirement account to a Roth IRA

 

How to Enter a Back-Door Roth Conversion

 

More info on Form 8606.
 

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