topic Form 8906 in Get your taxes done using TurboTax

Form 8906

HOB2 — Wed, 04 Mar 2026 01:22:07 GMT

I converted some of my traditional IRA to a Roth. I did not make nondeductible contributions to an IRA. Since I did not make any nondeductible contributions to an IRA, I should not need to file Form 8906. Why is Turbo Tax generating this form for me?

Re: Form 8906

baldietax — Wed, 04 Mar 2026 01:29:48 GMT

see https://www.irs.gov/instructions/i8606

Who Must File

File 2025 Form 8606 if any of the following apply.

...
You converted an amount from a traditional IRA to a Roth IRA in 2025.

Re: Form 8906

HOB2 — Wed, 04 Mar 2026 01:36:11 GMT

I have done this in past years and a form 8606 was never generated. Has there been a change since last year?

Re: Form 8906

CatinaT1 — Wed, 04 Mar 2026 13:31:37 GMT

Filing Form 8606 for a Roth conversion is not a new requirement. It has been a mandatory part of the tax code for decades.

The IRS uses this form to track your basis (the money you've already paid taxes on) to ensure you aren't taxed twice on the same dollars.