TurboTax will automatically generate and fill out Form 8606 (Nondeductible IRAs) if you reported any of these on your tax return:
- Nondeductible contributions made to a traditional IRA
- Distributions from a traditional, SEP, or SIMPLE IRA that had nondeductible contributions (excluding rollovers, conversions, recharacterizations, qualified charitable distributions, one-time distribution to fund an HSA, or return of certain contributions)
- Conversions from a traditional, SEP, or SIMPLE IRA to a Roth IRA
- Distributions from a Roth IRA (other than rollovers, recharacterizations, or a return of certain contributions)
To trigger the 8606 in TurboTax
For the four situations listed above you can trigger Form 8606 with these instructions:
- Sign in to your TurboTax account
- Open your return if it isn't already open
- Inside TurboTax, search for this exact phrase: IRA Contribution Information
- Select the Jump to link in the search results
- Proceed through the IRA section, answering questions as you go
- Answer Yes when you reach the screen, Any Nondeductible Contributions to Your IRA?
- Select Continue
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