Form 8606

Janea76164 — Tue, 03 Mar 2020 20:26:56 GMT

Turbotax is not completing this form and I have filled in the info the way I did last year. Is the form not ready. Who may I call? Contact phone numbers etc?

Re: Form 8606

DawnC — Tue, 03 Mar 2020 20:51:01 GMT

Form 8606 is currently available in TurboTax Online and Desktop versions. We'll 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)

However, if any of these 3 situations apply to you:

You received a distribution from an inherited traditional IRA that had nondeductible contributions
You transferred an inherited plan account to a Roth IRA
You received a distribution from an inherited Roth IRA that was not a qualified distribution

then you'll have to download and print Form 8606, manually fill it out (instructions), and print and file your return, as you won't be able to e-file.

To trigger the 8606 in TurboTax, please see the full article for instructions.

If you need to contact support, please click on the following link - What is the TurboTax phone number?

Re: Form 8606

macuser_22 — Tue, 03 Mar 2020 20:56:31 GMT

What problem are you having with the 8606?

topic Re: Form 8606 in Retirement tax questions

Form 8606

Re: Form 8606

Re: Form 8606