Skip to main content
January 24, 2025
Question

Prompted to enter form 8606-T

  • January 24, 2025
  • 1 reply
  • 0 views

I took a distribution from a traditional IRA.  Part was a rollover to a Roth and part was cashed out.  It is prompting me to complete this form which is not ready yet.  Perhaps I made an error in the TT selections.  Isn't this form for non-deductible IRA's?  Im confused.

1 reply

January 29, 2025

Yes, Form 8606 tracks non-deductible IRA Contributions for you.

 

This form is available currently.

 

Try the steps outlined in this article on How to Trigger Form 8606