Query Form 8606 to ensure its accuracy?

Hi, I’d like to check if Turbo’s 8606 forms are correct after I finished entering all my taxes with 2 Backdoor Roth conversions for myself and my husband. In prior years, I’ve been able to check to ensure they are correct before filing. But I don’t see an option to find the current forms before filing/paying. Is this option gone now?

Thanks!

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1 Best answer

Expert Alumni

Mar 25, 2024 1:03:18 PM

If you want to review your return you will need to pay for TurboTax and then you will be able to print your entire return or specific forms/schedules prior to filing. You will still be able to make changes prior to filing. Follow these steps to print a preliminary copy of our return in TuboTax Online:

While logged in and working on your return, click on Tax Tools
From the drop down menu click on Print Center
Click on Print, save or preview this year's return
On the next screen click on "Pay Now"
You may be prompted to "Go to My Info" if you need to add additional information
Submit your payment information and you will be able to print your tax returns

Note, you must pay by credit card in order print or preview your preliminary return. You will not be able to pay using your federal tax return.

Expert Alumni

Mar 25, 2024 1:03:18 PM

While logged in and working on your return, click on Tax Tools
From the drop down menu click on Print Center
Click on Print, save or preview this year's return
On the next screen click on "Pay Now"
You may be prompted to "Go to My Info" if you need to add additional information
Submit your payment information and you will be able to print your tax returns

Note, you must pay by credit card in order print or preview your preliminary return. You will not be able to pay using your federal tax return.

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Query Form 8606 to ensure its accuracy?