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Level 3
February 27, 2021
Solved

Form 8606 not added in filed copy of tax return when client has non deductible IRA contribution

My client contributed to 401K and traditional IRA both which makes his traditional IRA contribution non deductible. After adding IRA contribution in IRA contribution worksheet, Proseries is not adding form 8606 to e-filing copy of forms. How do we force Proseries to add form 8606 in filed copy of the tax return.

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jokey58Answer
Level 3
March 3, 2021

I am on Proseries technical now and they are saying the same thing. I am in Proseries Basic and earlier versions on 2 computer did print for nondeductible IRA and basis information. When updated recently, Form 8606 is no longer in the print screen. This needs to be fixed in Basic.


The latest update (released today) for Proseries Basic has corrected this problem. Form 8606 is now correctly being pulled in filed copy of tax return.

11 replies

Just-Lisa-Now-
Intuit Community Champion
February 27, 2021

Its adding it in mine, use Print Preview, its not in your list?  or do you see it on the list on the screen, but nothing comes out of the printer?

♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪
jokey58Author
Level 3
February 27, 2021

Lisa,

Form 8606 is NOT showing up in list of forms added under "Filing Copy" tab. Its also missing in Print Preview. Are you using "Proseries Basic"?

 

February 27, 2021

Is the 8606 showing up on one of the bottom 'tabs'?