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Level 2
posted Jul 12, 2020 4:16:05 PM

Should I expect form 8606 for after tax 401k to roth IRA? I entered form 1099-R for my rollover with taxable interests, but TurboTax did not add form 8606 for me.

I am wondering whether TurboTax should add form 8606 for me for such rollover.

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1 Replies
Expert Alumni
Jul 12, 2020 4:45:54 PM

You will not have an 8606 for 401k or Roth contributions.  This is only for non-deductible Traditional IRA contributions.