Level 15

Retirement tax questions

TurboTax would have automatically prepared Form 8606 for any year that you entered into TurboTax a new nondeductible traditional IRA contribution, you reported a distribution from a traditional IRA and you told TurboTax that you had basis in traditional IRA contributions,  you reported a Roth conversion,  or you reported a nonqualified distribution from a Roth IRA.