topic Will form 8606-T on a conversion or regular IRA money into a Roth come from my mutual fund company, or can I fill that out myself online via Turbo Tax? in Retirement tax questions

Will form 8606-T on a conversion or regular IRA money into a Roth come from my mutual fund company, or can I fill that out myself online via Turbo Tax?

eliotbrenner — Sun, 02 Feb 2020 21:23:01 GMT

Re: Will form 8606-T on a conversion or regular IRA money into a Roth come from my mutual fund co...

ColeenD3 — Sun, 02 Feb 2020 21:37:33 GMT

Form 8606 is filled out by the taxpayer, based on his own contributions and distributions. See this 8606 link for instructions.

For more information, see this LINK.

Re: Will form 8606-T on a conversion or regular IRA money into a Roth come from my mutual fund company, or can I fill that out myself online via Turbo Tax?

dmertz — Mon, 03 Feb 2020 05:00:23 GMT

TurboTax automatically prepares Form 8606 when you enter nondeductible traditional IRA contributions, enter a Form 1099-R for a regular traditional IRA distribution that you do not roll over, contribute to charity as a Qualified Charitable Distribution or use to fund an HSA contribution as an HSA Funding distribution, or enter a Form 1099-R for a Roth conversion.