topic Ira worksheet not populating form 8606 in Retirement tax questions

Ira worksheet not populating form 8606

sacurtis1-outloo — Mon, 23 Feb 2026 14:28:14 GMT

Re: Ira worksheet not populating form 8606

MayaD — Mon, 20 Mar 2023 20:46:25 GMT

TurboTax will automatically generate and fill out Form 8606 (Nondeductible IRAs) if you reported any of these on your tax return:

Nondeductible contributions made to a traditional IRA
Distributions from a traditional, SEP, or SIMPLE IRA that had nondeductible contributions (excluding rollovers, conversions, recharacterizations, qualified charitable distributions, one-time distribution to fund an HSA, or return of certain contributions)
Conversions from a traditional, SEP, or SIMPLE IRA to a Roth IRA
Distributions from a Roth IRA (other than rollovers, recharacterizations, or a return of certain contributions)

To trigger the 8606 in TurboTax

For the four situations listed above you can trigger Form 8606 with these instructions:

Sign in to your TurboTax account
Open your return if it isn't already open
Inside TurboTax, search for this exact phrase: IRA Contribution Information
Select the Jump to link in the search results
Proceed through the IRA section, answering questions as you go
Answer Yes when you reach the screen, Any Nondeductible Contributions to Your IRA?
Select Continue

For more information check: Where do I find Form 8606?

Re: Ira worksheet not populating form 8606

sacurtis1-outloo — Mon, 20 Mar 2023 21:05:05 GMT

Thank you for your guidance. I did not make any contributions but did do a RMD (which is not one the listed triggers for automatic generation). I just entered the IRA basis information (several IRA Account balances, one of which is inherited) and RMD frmo the inherited IRA. I do see the adjusted distribution amount on line 4b of 1040 but cannot see how it was calculated - where can i see how it was calculated?

On the 8606 form, when I click line 2 of 8606 - it goes to the spouse's portion of line 12 of the worksheet - I am entering as a single filer.

After walking thru the help section, Turbotax does not generate the 8606 because the distribution comes from an inherited IRA (even thought there were no deductible contributions were made to it)- that's unfortunate.

Re: Ira worksheet not populating form 8606

sacurtis1-outloo — Mon, 20 Mar 2023 21:08:45 GMT

Correction - I now see the generated 8606 for taxpayer. it must be due to saving the tax return