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Level 2
posted Mar 18, 2024 12:53:50 PM

Why did TurboTax not file Form 8606 for my wife?

My wife had no IRA withdrawals or additions in 2023. But shouldn't TurboTax still file her Form 8606?

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1 Replies
Expert Alumni
Mar 18, 2024 1:03:59 PM

Form 8606 isn't systematically generated for each spouse every year, but only if certain events are reported on the tax return.

 

This TurboTax Help article lists the events that trigger form 8606 and also cases where you need to fill out form 8606 manually, print, and mail it.