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BTRR
Level 4

How do I get the 8606 to tee-up?

I’m amending my 2024 return to include a 8606 (I forgot to include it).

 

I’m in TT H&B > Personal > Personal Income > I’ll choose what to work on > IRA, 401(k), Pension Plan Withdrawals (1099-R) > Update.  There’s a single 1099-R that was imported when I did my 2024 return > Edit.  None of the subsequent questions are the “Any nondeductible contributions to your IRA?” question.  This is the question that tees-up the 8606.  How do I get to this question so a 8606 will be teed-up?

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1 Reply
ReneV4
Expert Alumni

How do I get the 8606 to tee-up?

To reach the Form 8606 section, do the following:

 

  1. Go to Deductions & Credits
  2. Scroll down to Retirement and Investments
  3. Click on Update to the right of Traditional and Roth IRA Contributions
  4. Here, you will reach the interview screen requesting your total nondeductible contributions, tracked on Form 8606 
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