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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 Reply
CatinaT1
Expert Alumni

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.

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

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