How do I trigger Form 8606? Several help pages instruct me to search for "8606, nondeductible ira contributions" and click the "Jump to" link, but I do not see that link.

[macuser_22]

For what purpose?

You don't normally enter a 8606 itself. It is automatically created when:

1) You make a new non-deductible Traditional IRA contribution.
2) You take a distribution from a IRA that has a after-tax "basis".
3) You make a conversion of a retirement account to a Roth IRA

If none of those occurred, then the last filed 8606 remains in effect

There are some circumstances when a 8606 must be files for other reasons and might require filing a stand-alone 8606.

https://ttlc.intuit.com/questions/1899503-what-is-form-8606-nondeductible-iras-used-for

[gordon-schoenfel]

Hi macuser_22,

Thanks! Earlier this year I did in fact do a traditional IRA to a Roth IRA, for TY2019.

That being said, how do I trigger one? I can’t complete Step 3 in the instructions at the bottom of this help document as there is no “Jump to” link in the search results.

[macuser_22]

Enter a 1099-R here:

Federal Taxes,
Wages & Income
(I'll choose what I work on - if that screen comes up)
Retirement Plans & Social Security,
IRA, 401(k), Pension Plan Withdrawals (1099-R).

OR  Use the "Tools" menu (if online version left side) and then "Search Topics" for "1099-R" which will take you to the same place.

Be sure to choose which spouse the 1099-R is for if this is a joint tax return.
Be sure to pick the correct 1099-R type: Standard 1099-R, CSA-1099-R, CSF-1099-R, RRB-1099-R.

[NOTE: When you get to the "Your 1099-R Entries" screen where you can add another 1099-R, use "continue" to keep going as there are additional interview questions after that screen in most cases. You can always return as shown above.]

[gordon-schoenfel]

Thanks for that info, but my question was about Form 8606 rather than Form 1099-R.

Can you point me to this for Form 8606 please?

[macuser_22]

You don't do a 8606 directly.   You said that you converted a Traditional IRA to  Roth IRA.   You must have a 1099-R that reports that.  Entering the 1099-R and answering the follow-up questions will produce the 8606 form if one is required  (you had a non-deductible basis in the Traditional IRA)..

What is it that you are trying to enter or do?