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New Member
posted Jul 16, 2023 8:43:48 AM

Need form 8606 for tax year 2021 from Turbo Tax. I will send in directly to the IRS via online portal. This is a result of a 60 day IRA rollover (back to same account).

How do I login to my 2021 tax return and have TurboTax produce this, so I can print and send in?

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2 Replies
Level 15
Jul 16, 2023 4:23:09 PM

Nothing about an IRA rollover is reportable on Form 8606.

 

If you do actually have some reason to file a 2021 Form 8606, it can be prepared using the CD/download version of TurboTax (perhaps the amendment version if you used the online version of TurboTax to prepare your 2021 tax return) but cannot be e-filed.

 

 

Level 15
Jul 16, 2023 4:41:35 PM

If you do need a 8606 for 2021 here is a blank one you can fill out by hand.

https://www.irs.gov/pub/irs-prior/f8606--2021.pdf 

 

Do you need to see your 2021 return (or prior) to fill it out?

How to Access prior year online returns
https://ttlc.intuit.com/community/prior-year-return/help/how-do-i-access-my-prior-year-return/00/27010

If you can't get the side menus to open up to access the prior year..... You need to start entering some basic Personal Info in 2022 for the side menu to open up. Just continue a little ways into 2022. I had to go though about 12 screens.

If you used the Desktop CD/Download program then the only copy is on your computer and not saved or stored online. So you need to make and keep your own backups.

Or request a transcript from the IRS
https://www.irs.gov/individuals/get-transcript