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posted Jun 6, 2019 12:00:59 PM

We converted an IRA into Roth IRA some years ago but trying to find if we have 8606 in filing in Turbotax history, how can we do that?

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Level 15
Jun 6, 2019 12:00:59 PM

Sadly if you didn't save a copy of the 8606 in your IRA file  you will need to track it down by looking in every tax return you filed until you find the latest one you have ... so look in the returns from newest to the oldest until you find that form.

You will only need that form IF you had non deducible contributions that you converted to the Roth. 

2 Replies
Level 15
Jun 6, 2019 12:00:59 PM

Sadly if you didn't save a copy of the 8606 in your IRA file  you will need to track it down by looking in every tax return you filed until you find the latest one you have ... so look in the returns from newest to the oldest until you find that form.

You will only need that form IF you had non deducible contributions that you converted to the Roth. 

Level 15
Jun 6, 2019 12:01:03 PM

What is it you are trying to do?  If you are making a qualified withdrawal (you are over age 59-1/2 and have had a Roth for more than 5+ years) you don't need the data from the 8606, as all qualified Roth distributions are tax free.