Print conditions for Form 8606

Form 8606 automatically prints the following IRS guidelines:

Nondeductible contributions were made to a traditional IRA in the tax year.

Distributions were received in the tax year from a traditional IRA AND traditional IRA basis exists.

Converted all or part of a traditional IRA to a Roth IRA in the tax year.

Received Roth IRA distributions in the tax year.

Recharacterized a Roth IRA contribution as a traditional IRA contribution, or vice versa.

Form 8606 doesn't automatically print unless otherwise required. To print Form 8606 when it is not required:

Select Setup
, then 1040 Individual
.

Select Tax Return
, select Form 8606 in the list, then select the Always if data
option.

This article applies to: