Form 8606

Thomas S — Thu, 23 Jan 2025 19:55:02 GMT

TurboTax stated that Form 8606-T would be available today, 01/23/25. After the software update today, that form does indeed look available and ready to file. However, TT does not allow me to enter the information necessary to fill out that form. I have been filling out Form 8606-T each year since 2012 so I know how it works.

In the personal income step-by-step, I have entered all my various retirement income. I then press the "Continue" button. After answering the "disaster distributions" question, I get the same "Any Nondeductible Contributions to Your IRA" question that I've gotten every year. I answer "Yes", then press the "Continue" button and nothing happens. TurboTax does not take me to data input screen where you enter value of your IRAs at 12/31/24, total distributions taken, beginning basis of your nondeductible contributions and ROTH conversions if any. In all previous years, TurboTax automatically took you into that data entry when you hit the "Continue" button. This year it isn't.

Any help with this would be appreciated.

Thanks.

Tom

Re: Form 8606

BrittanyS — Tue, 28 Jan 2025 00:54:42 GMT

Thank you for contacting us regarding an issue entering your self-employment income and expenses. You will need to log out of TurboTax and clearing your cache and cookies. Then follow the link below with assistance on entering self-employment business expenses:

@Thomas S

topic Form 8606 in Deductions & credits

Form 8606

Re: Form 8606