If what is now your traditional IRA contribution f...
Level 15

Retirement tax questions

If what is now your traditional IRA contribution for 2016 is a nondeductible traditional IRA contribution, your 2016 tax return must include Form 8606 to report the nondeductible contribution.  After entering the Roth IRA contribution and indicating that you recharacterized it to a traditional IRA, TurboTax will automatically prepare Form 8606 Part I to report any nondeductible traditional IRA contribution.

If the contribution ended up as an entirely deductible traditional IRA contribution, the deduction will appear on Form 1040 line 32 or Form 1040A line 17, with no need for Form 8606.

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