Question

WIll TurboTax automatically generate a form 8606 if I have to file that form with my tax return?

Forum|Forum|7 years ago
June 1, 2019
1 reply
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TurboTax Deluxe Windows

J

JohnW15

Employee

TurboTax will usually, but not always, generate Form 8606.

Please see the TurboTax FAQ "Where do I find Form 8606?" below for full detail.

https://ttlc.intuit.com/replies/3300280

D

dmertz

Employee

Except for distributions from inherited IRAs, if Form 8606 is required and you've made all of the correct entries, yes, TurboTax will automatically generate Form 8606 and include it in your tax return.

G

GLynch

Turbotax was supposed to generate form 8606 to document my Non-Deductible IRA Contribution but I don't see the form in the final documents Turbotax generated online. The amount of the contribution appears on the 1040-SR and Schedule-1 where it should be and the calculated refund reflects the deduction...but I don't know if the IRS will get the form 8606 from Turbotax. I spent an hour on the phone with 2 different tax reps and never got an answer as to whether I should just send a form by mail. I guess I will do that.