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Per IRS Instructions for Form 8606:

Use Form 8606 to report:

  • Nondeductible contributions you made to traditional IRAs;
  • Distributions from traditional, SEP, or SIMPLE IRAs, if you have a basis in these IRAs;
  • Conversions from traditional, SEP, or SIMPLE IRAs to Roth IRAs; and
  • Distributions from Roth IRAs.

To enter, review, or delete information for Form 8606 Nondeductible IRAs:

  1. From within your TaxAct return (Online or Desktop), click Federal (on smaller devices, click in the top left corner of your screen, then click Federal).
  2. Click the Retirement Plan Income dropdown, then click [Name] Nondeductible IRAs (Form 8606).
  3. Continue with the interview process to enter your information.

Note. The TaxAct program will only prompt the Form 8606 Q&A screens applicable in your situation based on your previous entries. If you are not able to access the Form 8606 Q&A screens, you may need to review your Form 1099-R entries and/or the information entered for nondeductible traditional IRA contributions.

You can also access Form 8606 when you click Continue on the screen titled Form 1099-R - Summary.

To access Form 1099-R in the TaxAct program, go to our Form 1099-R - Entering Distributions from Retirement Plans FAQ.

Note that any link in the information above is updated each year automatically and will take you to the most recent version of the webpage or document at the time it is accessed.

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