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. Or Click on Federal tab > Deductions & Credits > Traditional and Roth IRA Contributions > Edit/Add box.
- 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.
- We'll generate and fill out the 8606 behind the scenes.
Tip: On joint returns, 8606-T stands for "taxpayer" (first person listed on the return) and 8606-S denotes "spouse."
Please see TurboTax FAQ: Where do I find Form 8606?
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