generating a form 8606

abkiron2 Member Posts: 1 Newcomer

I input my ROTH IRA contribution in the IRA Contributions interview screen. I am about to file my taxes but I don't see the Form 8606 in the draft. Is there a trick I am missing? If I can't get this to work can I just print the return and mail it with a form 8606 I completed from the IRS forms?

Best Answer

  • RyanZ
    RyanZ FreeTaxUSA Agent Posts: 70
    Answer ✓

    Hello abkiron2, and welcome to the FreeTaxUSA Community!

    The form 8606 is used for tracking basis in Nondeductible IRA contributions, reporting conversions from a pre-tax retirement plan (Traditional, Traditional SEP or SIMPLE IRAs) to a post-tax retirement plan (Roth), and reporting distributions from Roth type accounts.

    Making a ROTH contribution doesn't require a form 8606.