Here is information from TurboTax about Form 8606.
To trigger the 8606 in TurboTax
For the 4 situations listed at the top of this article, you can trigger Form 8606 with these instructions:
- Open your return if it isn't already open.
- Inside TurboTax, search for this exact phrase: IRA contribution information
- Select the Jump to link in the search results.
- Proceed through the IRA section, answering questions as you go.
- When you reach the screen Any nondeductible contributions to your IRA? answer Yes, then continue. We'll generate and fill out the 8606 behind the scenes.
Tip: On joint returns, 8606-T stands for "taxpayer" (first person listed on the return) and 8606-S denotes "spouse."
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