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Retirement tax questions
If you are entering certain situations in your return that require Form 8606, then TurboTax will automatically fill it out and include it with your return. These situations include things such as entering non-deductible contributions to a Traditional IRA or distributions from a Roth IRA for example.
There are also certain situations that may require you to download and print Form 8606.
Please take a look at the following TurboTax article for more details, including steps to specifically trigger the Form 8606 in TurboTax:
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‎February 17, 2020
5:46 AM