dmertz
Level 15

Retirement tax questions

TurboTax automatically prepares Form 8606 when you enter nondeductible traditional IRA contributions, enter a Form 1099-R for a regular traditional IRA distribution that you do not roll over, contribute to charity as a Qualified Charitable Distribution or use to fund an HSA contribution as an HSA Funding distribution, or enter a Form 1099-R for a Roth conversion.