topic Re: FORM 8086 in Get your taxes done using TurboTax

FORM 8086

eyespire — Tue, 18 Mar 2025 01:16:58 GMT

Personal taxes were done online. I filled out a FORM 8086 for my Roth IRA. After taxes were done and completed I do not see a Form 8086 anymore with the rest of the other forms. Did I do it right?

Re: FORM 8086

DanaB27 — Tue, 18 Mar 2025 11:15:14 GMT

It depends, if you had a Qualified Distribution then Form 8606 part III isn't filled out for a Roth IRA distribution. Are you over 59 1/2 and had the Roth IRA for 5 years?

To view all forms and worksheets after you filed:

In TurboTax Online, sign into your account.
Select Tax Home in the left menu.
Scroll down to Your tax returns & documents.
Select Add a State (you're not actually adding a state, this opens the return back up)
Select Tax Tools on the left and then Print Center
Select Print, save or preview this year's return
Select returns and choose to print the tax return and all worksheets.

Re: FORM 8086

eyespire — Thu, 20 Mar 2025 01:34:30 GMT

Thnaks, I am younger than 59. Joint income >240,000. Did a back door roth IRA.

Re: FORM 8086

DanaB27 — Sat, 22 Mar 2025 14:03:09 GMT

If you performed a backdoor Roth then you should have Form 8606 included with your return. Please review the instructions How do I enter a backdoor Roth IRA conversion?