Tax Form 8606  
Form 8606 - Nondeductible IRAs

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Form 8606

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Nondeductible IRAs. Form 8606

Use Form 8606, Nondeductible IRAs, to report:

  • Nondeductible contributions you made to traditional IRAs,
  • Distributions from traditional, SEP, or SIMPLE IRAs, if you have ever made nondeductible contributions to traditional IRAs,
  • Distributions from Roth IRAs, and
  • Conversions from traditional, SEP, or SIMPLE IRAs to Roth IRAs.

Additional information. See Pub. 590, Individual Retirement Arrangements (IRAs), for more details.

If you received distributions from a traditional, SEP, or SIMPLE IRA in 2005 and you have never made nondeductible contributions to traditional IRAs, do not report the distributions on Form 8606. Instead, see the instructions for Form 1040, lines 15a and 15b; Form 1040A, lines 11a and 11b; or Form 1040NR, lines 16a and 16b. Also, to find out if any of your contributions to traditional IRAs are deductible, see the instructions for Form 1040, line 32; Form 1040A, line 17; or Form 1040NR, line 31.


From Fedforms.Gov:
"Taxpayers use Form 8606 to report nondeductible contributions to their traditional IRA(s), distributions from certain IRAs where their basis was more than zero, distributions from Roth IRAs, and amounts converted."


DOWNLOAD Form 8606

This form may be downloaded directly from the IRS website. To open or download, in PDF format, simply click on the link below:

Form 8606

 



 

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