Skip to main content
TurboTax
Community
TurboTax
Community
TurboTax
Community
R
rphjay
March 2, 2025
Question

Incomplete/missing form 8606

  • March 2, 2025
  • 1 reply
  • 0 views

I just submitted my 2024 return and I can't find information about the Roth contribution I promised to make. I should see two 8606s--one for me and other for my spouse. Please help. Thanks!  

1 reply

D
DanaB27
March 2, 2025

If you made a direct Roth IRA contribution then this won't be reported on Form 8606. You Roth basis can be found on the IRA Information Worksheet.

 

Form 8606 part III is used if you took a nonqualified distribution form your Roth IRA.

 

Form 8606 is also used if you are using the backdoor Roth method to make contributions to the Roth IRA by making nondeductible traditional IRA contribution and converting them to Roth IRA.

 

Please see Who Must File 2024 Form 8606 for additional information.

**Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"
TurboTax Sign In Widget
TurboTax flag icon

Unlock tailored help options in your account

Create an account
TurboTax Expert Assist
TurboTax Expert

Get answers to all your tax questions

Our experts are available on-demand, no appointment needed. Get help all year long with TurboTax Expert Assist.

Terms & ConditionsAccessibility statement
Intuit
TurboTax Credit Karma QuickBooks MailChimp

©1997-2022 Intuit, Inc. All rights reserved.
Intuit, QuickBooks, QB, TurboTax, ProConnect, and Mint are registered trademarks
of Intuit Inc. Terms and conditions, features, support, pricing, and service options
subject to change without notice.

Security Certification of the TurboTax Online application has been performed by
C-Level Security.

By accessing and using this page you agree to the Terms of Use.

Accessibility

TRUSTe nResult Certified e-File C-Level Security Certification