Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

I cannot get program to create the Form 8606. Does anyone know why?

lisaschacht
Level 1
Input all IRAs into program and added Value of all IRAs figure.  Will not create Form 8606.  Does anyone know why?
0 Cheers
1 Comment 1
itonewbie
Level 15

Follow the instructions in this article.  ProConnect Tax works the same way as Lacerte, which is the engine under the hood:

https://proconnect.intuit.com/support/en-us/help-article/retirement-tax-credits-deductions/form-8606...

Just substitute the following:

  • Screen 24, Adjustments to Income: Deductions > Adjustments to Income
  • Screen 13.1, Pensions, IRA Distributions: Income > Pensions, IRAs (1099-R)
---------------------------------------------------------------------------------
Still an AllStar