Form 8606 Lines 6 & 7

Forum|Forum|4 months ago
March 4, 2026
2 replies
157 views

I am working on a 2025 tax return and have it completed. There are nondeductible contributions & a distribution from the traditional ira. The system appears to be taxing everything correctly but lines 6 & 7 are not populating on the form 8606. The IRA worksheet does show the ira value as of 12/31/25 but I don't know why it is not showing on the form 8606. Any ideas?

baldietax

Level 12

this sounds like an issue with the 1099-R entries or supplemental questions after the 1099-R. You should go back through that section and make sure everything is answered. You can also try deleting and re-inputting the 1099-R again, especially if it was imported.

you can also check the IRA Information Worksheet in forms mode if you are on Destkop and look for anything missing or any errors. Double-clicking on Lines 6/7 on Form 8606 should show the related forms. For Online you may need to look at the PDF with 'all forms and worksheets'.

missya2jAuthor

Level 2

Thank you very much for your reply. I have gone through the section again to make sure everything has been answered and everything appears to be correct on the IRA Information Worksheet. I will try deleting the 1099'R and re-entering it.

Appreciate your help!

angela829

Level 4

Hi:

Same here. After amending prior year non deductible IRA as I missed form 8606 in 2024. So I amended it with TT rep's help yesterday. Consequently, I have form 8606 correctly in 2024 amended return. However, TT shows "Print and mail the documents to government to complete the amendment" I clicked on the print icon but it shows error in the next window? Now I merged the 2025 return with that 2024 amended return, it does not seem the 2024 amended data was incorporated and the 2025 form 8606 is not completed ie line 6 and 7 has nothing?

Please help. Appreciate.

baldietax

Level 12

@angela829 if you amended 2024 I don't know the "merge" you're referring to but I think you should just have to update the question on your carryover basis in the Trad IRA section to make sure Line 2 on Form 8606 is correct. If on desktop you can double-click on the Form 8606 lines in Forms mode and/or check the IRA Information Worksheet.

Then for 2025 if Line 6/7 are still blank you should go back through the box inputs and questions on the 1099-R. If still having issues can you post more details on what's on your 1099-R then maybe someone here will be able to advise further.

angela829

Level 4

Hi:

So sorry I did not give you the entire info on form 8606. After realizing I missed the form 8606 in 2024, I called TT rep who helped me sucessfully get that form in 2024 so I could amend the 2024 return. Then I go to 2025 to start my return with the 2024 amended return transfer for comparison.

To my surprise, the 2025 return does not have form 8606. Thus, I went to Deductions & Credits > Traditional & Roth IRA Contributions > enter LY balance for non deductible IRA. But the 2025 return still does not include form 8606. I then go to Forms to get form 8606 which only indicates LY balnce of non deductible IRA on both line 2 and 3. No data on any lines on 2025 form 8606?

Wondering what I did wrong and tried to call TT rep a few times in this morning. Unfortunately, only 1 rep can see my screen after getting sharing code but she was not able to help, while other TT reps couln'd see my screen after geting the sharing codes? They only saw black screen on their side once entering the sharing codes? What a bad luck!

Hope the community can help me solve the mystery on 2025 Form 8606.

Appreciate.