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Retirement tax questions
You can trigger Form 8606 by doing the following:
- Open (continue) your return if it's not already open.
- Inside TurboTax, search for this exact phrase, including the comma (you can copy/paste from here): 8606, nondeductible ira contributions
- Select the "Jump to" link in the search results.
- Proceed through the IRA interview, answering questions as you go.
- When you reach the screen Any nondeductible contributions to [name's] IRA? select Yes, then select Continue.
If you didn't enter any contributions, please see the steps on where to enter: To enter your 2017 IRA contribution, open your return, search for ira contributions inside your TurboTax program, and then click the "Jump to" link in the search results. We'll take you to the Traditional IRA and Roth IRA screen where you can start the IRA interview.
Please see the Turbotax faq below regarding Form 8606:
‎June 3, 2019
1:53 PM