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Adding nondeductible 1099-R reduces refund

July 5, 2022July 5, 2022

Asked by: Ronald Cordaro

How do I add 8606 to TurboTax?

To trigger the 8606 in TurboTax

  1. Sign in to your TurboTax account.
  2. Open your return if it isn’t already open.
  3. Inside TurboTax, search for this exact phrase: IRA contribution information.
  4. Select the Jump to link in the search results.
  5. Proceed through the IRA section, answering questions as you go.
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