Where do I find Form 8606?

[Dave020]

this is for Roth conversion

[DanaB27 · Accepted solution]

If you want to preview Form 8606 please follow these steps (you might be asked to pay first):

1. Select Tax Tools on the left and then Print Center 
2. Select Print, save or preview this year's return
3. Select Federal return
4. A window will pop up, scroll down to Form 8606

To enter Form 1099-R for the conversion and trigger Form 8606: 

1. Click on "Search" on the top right and type “1099-R”  
2. Click on “Jump to 1099-R”
3. Click "Continue" and enter the information from your 1099-R
4. Answer questions until you get to “Tell us if you moved the money through a rollover or conversion” and choose “I converted some or all of it to a Roth IRA”
5. On the "Review your 1099-R info" screen click "Continue"
6. Answer "yes" to "Any nondeductible Contributions to your IRA?" if you had any nondeductible contributions in prior years.
7. Answer the questions about the basis from line 14 of your 2021 Form 8606 and the value of all traditional, SEP, and SIMPLE IRAs

[Dave020]

Thanks, this was the best answer.