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Form8606Nondeductible IRAs
a Department of the Treasury
Internal Revenue Service (99)OMB No. 154500742017to www.irs.gov/Form8606 for instructions and the latest information.a AttachAttachment
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How to fill out 2017 form 8606
How to fill out 2017 form 8606
01
To fill out the 2017 form 8606, follow these steps:
02
Gather all necessary information, including your personal information, and any relevant tax documents.
03
Begin by entering your name, Social Security number, and address at the top of the form.
04
In Part I, indicate whether this is an initial or an amended return.
05
In Part II, report any non-taxable distributions you received from traditional, SEP, or SIMPLE IRAs in 2017.
06
In Part III, calculate any conversion and recharacterization amounts for the year.
07
In Part IV, determine the basis in your Traditional IRA. This involves tracking any after-tax contributions you made in the past and any distributions you have already received.
08
Complete Part V if you made any Roth IRA conversions or recharacterizations in 2017.
09
In Part VI, calculate the taxable amount of any distributions that you received from your Roth IRA in 2017, if applicable.
10
Finally, sign and date the form at the bottom, and attach any additional forms or schedules that may be required.
11
Note: The steps mentioned above are a general guideline. Please refer to the official instructions for Form 8606 for more detailed information and guidance.
Who needs 2017 form 8606?
01
Individuals who meet certain criteria need to fill out the 2017 form 8606. This includes anyone who:
02
- Made a non-deductible contribution to a traditional IRA in 2017.
03
- Completed a Roth IRA conversion or recharacterization in 2017.
04
- Received non-taxable distributions from traditional, SEP, or SIMPLE IRAs in 2017.
05
- Has a basis in their Traditional IRA due to after-tax contributions or previous distributions.
06
However, it's always recommended to consult with a tax professional or refer to the official IRS guidelines to determine whether you specifically need to fill out this form.
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What is form 8606?
Form 8606 is used by taxpayers to report non-deductible contributions to traditional IRAs, Roth IRA conversions, and distributions from traditional, SEP, or SIMPLE IRAs.
Who is required to file form 8606?
Taxpayers who have made non-deductible contributions to traditional IRAs, converted traditional IRAs to Roth IRAs, or taken distributions from traditional, SEP, or SIMPLE IRAs are required to file form 8606.
How to fill out form 8606?
To fill out form 8606, taxpayers must provide information about their IRA contributions, conversions, and distributions. They should follow the instructions provided on the form and attach it to their tax return.
What is the purpose of form 8606?
The purpose of form 8606 is to track non-deductible contributions to traditional IRAs, Roth IRA conversions, and distributions from traditional, SEP, or SIMPLE IRAs in order to determine the taxable amount of distributions.
What information must be reported on form 8606?
Taxpayers must report their IRA contributions, conversions, distributions, and the resulting taxable amounts on form 8606.
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