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Form 8606 OMB No. 1545-1007 Nondeductible IRAs (Contributions, Distributions, and Basis) ? Department of the Treasury Internal Revenue Service (99) ? 97 Please see What Records Must I Keep? Below.

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How to fill out 1997 form 8606

How to fill out 1997 form 8606:

01

Gather all necessary documentation, including your Form 1099-R (if applicable) and any records of non-deductible contributions made to your Traditional IRA.

02

On the first section of the form, provide your personal information such as your name, Social Security number, and filing status.

03

Proceed to Part I - Nondeductible Contributions. Determine the amount of nondeductible contributions made to your Traditional IRA in 1997 and enter it in the appropriate line.

04

If you had any distributions from your Traditional IRA in 1997, complete Part II - Distributions. Report the total distribution amount and the taxable amount, if applicable.

05

Move on to Part III - Basis in Traditional IRAs Contributed After 1986, if you made any contributions to your Traditional IRA after 1986. Calculate your basis by adding the nondeductible contributions from 1997 to the accumulated basis from previous years.

06

Finally, complete Part IV - Taxable Distributions from Traditional IRAs for 1997. Follow the instructions to determine the taxable amount of your distribution based on the current year's total distributions and the basis calculated in Part III.

07

Review your form for accuracy, sign and date it, and attach it to your tax return before filing.

Who needs 1997 form 8606:

01

Individuals who made nondeductible contributions to their Traditional IRA in 1997.

02

Individuals who took distributions from their Traditional IRA in 1997.

03

Individuals who made contributions to their Traditional IRA after 1986 and need to calculate their basis in order to determine taxable distributions for 1997.

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What is form 8606 - uncle?

Form 8606 is a tax form used to report nondeductible contributions made to traditional IRAs and to determine the taxable portion of distributions from these IRAs.

Who is required to file form 8606 - uncle?

Individuals who make nondeductible contributions to a traditional IRA or who take distributions from their traditional IRA that contain nondeductible contributions are required to file form 8606.

How to fill out form 8606 - uncle?

To fill out form 8606, you will need to provide your personal information, such as your name, Social Security number, and filing status. You will also need to report the amount of nondeductible contributions made to your traditional IRA, as well as any distributions you have received from these IRAs. The form provides instructions for each line explaining how to calculate the taxable portion of your distributions.

What is the purpose of form 8606 - uncle?

The purpose of form 8606 is to track the basis of your traditional IRA, which is the amount of nondeductible contributions you have made. By calculating the taxable portion of your distributions, the form ensures that you are not taxed twice on the same income.

What information must be reported on form 8606 - uncle?

You must report the amount of nondeductible contributions made to your traditional IRA, any distributions you have received from these IRAs, and the taxable portion of these distributions.

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