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Level 2

Question

Form 8906

Forum|Forum|3 months ago
March 4, 2026
1 reply
1 view

I converted some of my traditional IRA to a Roth. I did not make nondeductible contributions to an IRA. Since I did not make any nondeductible contributions to an IRA, I should not need to file Form 8906. Why is Turbo Tax generating this form for me?

Level 12

see https://www.irs.gov/instructions/i8606

Who Must File

File 2025 Form 8606 if any of the following apply.

...
You converted an amount from a traditional IRA to a Roth IRA in 2025.

HOB2Author

Level 2

I have done this in past years and a form 8606 was never generated. Has there been a change since last year?

Level 15

Filing Form 8606 for a Roth conversion is not a new requirement. It has been a mandatory part of the tax code for decades.

The IRS uses this form to track your basis (the money you've already paid taxes on) to ensure you aren't taxed twice on the same dollars.

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