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Please clarify confusion as the requirement to file an 8606T when I made no non deductible IRA contribution?

Was advised I cannot e file my return until an 8606T form is made available on February 15?

I received an RMD from my IRA account in December.  Am I required to fill out an 8606T for the 2017 return?  If so was the 8606 form modified?

Am somewhat confused as I thought no 8606 was required in years when you do not make a non-deductible IRA contribution? 

Thanks for your help

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Please clarify confusion as the requirement to file an 8606T when I made no non deductible IRA contribution?

The 8606 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

The 8606 is currently estimated for 2/15/18 but that is subject to change. The IRS just published the paper/PDF 2017 version of the 8606 on Feb 2 and still have not issued the 2017 8606 instructions.

The IRS still must issue the e-file specifications (schema) for the form so e-file providers can program to the IRS specifications, then the IRS must approve TurboTax's version to be sure what TurboTax transmits, the IRS can read, it usual takes 2-3 weeks after that for the e-file version of the final electronic form version to be approved.


**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

View solution in original post

18 Replies
benwesley
New Member

Please clarify confusion as the requirement to file an 8606T when I made no non deductible IRA contribution?

I received the same message and unsure why because none of the reasons for the form listed apply to me.  Please advise.

Please clarify confusion as the requirement to file an 8606T when I made no non deductible IRA contribution?

@benwesley - did you have a 1099-R or make a IRA contribution?
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
mwils8908
New Member

Please clarify confusion as the requirement to file an 8606T when I made no non deductible IRA contribution?

Go file on H&R Block. They’ve got the form uploaded and you can file right away!
mary13
New Member

Please clarify confusion as the requirement to file an 8606T when I made no non deductible IRA contribution?

Thanks then turbo tax can refund me!!
cdesi19
New Member

Please clarify confusion as the requirement to file an 8606T when I made no non deductible IRA contribution?

Tax act also has this form up and ready to use.  Only turbotax does not.

Please clarify confusion as the requirement to file an 8606T when I made no non deductible IRA contribution?

The 8606 is currently estimated for 2/15/18 but that is subject to change. The IRS just published the paper/PDF 2017 version of the 8606 on Feb 2 and only issued the 2017 8606 instructions on 2/7/18.

The next scheduled TurboTax update is on Feb 15.

The IRS only updated it's software on Feb 11 and says the 8606 will be available 2/15.
<a rel="nofollow" target="_blank" href="https://www.irs.gov/e-file-providers/list-of-available-free-file-fillable-forms">https://www.irs.gov...>
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

Please clarify confusion as the requirement to file an 8606T when I made no non deductible IRA contribution?

the link above says that the 8606 isn't available for free file fillable forms until 2/22/2018.
Form 8606

Please clarify confusion as the requirement to file an 8606T when I made no non deductible IRA contribution?

I deleted the 8606-T form and TT still won't let me file. why is this holding up my ability to file when it doesn't apply to me and I still deleted the form?
cdesi19
New Member

Please clarify confusion as the requirement to file an 8606T when I made no non deductible IRA contribution?

Still says form will be available 2/15 on turbo tax and it is not.  I'm DONE, I'm going to Tax act.

Please clarify confusion as the requirement to file an 8606T when I made no non deductible IRA contribution?

2/15 is not over.  Most updates are done at night.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

Please clarify confusion as the requirement to file an 8606T when I made no non deductible IRA contribution?

If this form is not available tomorrow, I'm switching back to H&R Block

Please clarify confusion as the requirement to file an 8606T when I made no non deductible IRA contribution?

If the IRS isn't processing the 8606 yet, it will not matter who yiu file with.  The IRS currently gives a Feb 22 date for the 8606.

<a rel="nofollow" target="_blank" href="https://www.irs.gov/e-file-providers/list-of-available-free-file-fillable-forms">https://www.irs.gov...>
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

Please clarify confusion as the requirement to file an 8606T when I made no non deductible IRA contribution?

The 8606 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

The 8606 is currently estimated for 2/15/18 but that is subject to change. The IRS just published the paper/PDF 2017 version of the 8606 on Feb 2 and still have not issued the 2017 8606 instructions.

The IRS still must issue the e-file specifications (schema) for the form so e-file providers can program to the IRS specifications, then the IRS must approve TurboTax's version to be sure what TurboTax transmits, the IRS can read, it usual takes 2-3 weeks after that for the e-file version of the final electronic form version to be approved.


**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
cdesi19
New Member

Please clarify confusion as the requirement to file an 8606T when I made no non deductible IRA contribution?

This is a lie.  Tax Act has this form up and running as does H&R Block.  Only Turbo Tax is withholding it and making people wait to file.
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