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How can I enter Spouse's data for 8606 generation after answering my IRA distribution questions?

I do not need 8606 for myself but need for spouse
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GeorgeM777
Expert Alumni

How can I enter Spouse's data for 8606 generation after answering my IRA distribution questions?

Yes, you will need to update the Personal Info section in TurboTax to include information about your spouse.  However, in order to create a Form 8606 for your spouse, you will need to go to the Deductions & Credits section of TurboTax.  After clicking on Deductions & Credits, scroll down the page to the section Retirement and Investment and select Traditional and Roth IRA Contributions.

 

After clicking on Traditional and Roth IRA Contributions continue through the application responding to the various questions.  You will see questions in this section that relate to your spouse and they will essentially be identical to the questions answered regarding your own non-deductible IRA.  Answer the questions for your spouse and From 8606 will be generated for your spouse.

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4 Replies

How can I enter Spouse's data for 8606 generation after answering my IRA distribution questions?

go through the interview two times.

How can I enter Spouse's data for 8606 generation after answering my IRA distribution questions?

After answering the interview questions for myself, it takes me back to Wages and Income without giving me an opportunity to enter my spouse's data. 

GeorgeM777
Expert Alumni

How can I enter Spouse's data for 8606 generation after answering my IRA distribution questions?

Yes, you will need to update the Personal Info section in TurboTax to include information about your spouse.  However, in order to create a Form 8606 for your spouse, you will need to go to the Deductions & Credits section of TurboTax.  After clicking on Deductions & Credits, scroll down the page to the section Retirement and Investment and select Traditional and Roth IRA Contributions.

 

After clicking on Traditional and Roth IRA Contributions continue through the application responding to the various questions.  You will see questions in this section that relate to your spouse and they will essentially be identical to the questions answered regarding your own non-deductible IRA.  Answer the questions for your spouse and From 8606 will be generated for your spouse.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

How can I enter Spouse's data for 8606 generation after answering my IRA distribution questions?

Thanks for the response.  I had already entered the data the first time around.  Ran into the problem when the subsequent questions bypassed the spousal IRA details. Prompted me to seek help. After I requested technical help for someone to review the process, I reentered the IRA data.  This time, the questions took me through the correct path and my issue is resolved.  Thanks for all your responses.

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