Where do I find Form 8606?

Dave020 — Tue, 24 Feb 2026 03:11:52 GMT

this is for Roth conversion

Re: Where do I find Form 8606?

DanaB27 — Mon, 13 Mar 2023 18:10:46 GMT

If you want to preview Form 8606 please follow these steps (you might be asked to pay first):

To enter Form 1099-R for the conversion and trigger Form 8606:

Click on "Search" on the top right and type “1099-R”
Click on “Jump to 1099-R”
Click "Continue" and enter the information from your 1099-R
Answer questions until you get to “Tell us if you moved the money through a rollover or conversion” and choose “I converted some or all of it to a Roth IRA”
On the "Review your 1099-R info" screen click "Continue"
Answer "yes" to "Any nondeductible Contributions to your IRA?" if you had any nondeductible contributions in prior years.
Answer the questions about the basis from line 14 of your 2021 Form 8606 and the value of all traditional, SEP, and SIMPLE IRAs

Dave020 — Thu, 16 Mar 2023 17:13:04 GMT

Thanks, this was the best answer.