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Name: Fillable Online 2018 Form 8606 - Nondeductible Iras and Distributions Fax Email Print - pdfFiller
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Complete 2018 Form 8606 for reporting nondeductible IRA contributions and distributions. Essential for taxpayers filing tax returns in 2018.

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How to fill out form 8606

01

Obtain IRS Form 8606 from the IRS website or your tax software.

02

Fill out your personal information at the top of the form, including your name and social security number.

03

Complete Part I if you made non-deductible contributions to a traditional IRA, indicating the amount of your contributions.

04

Complete Part II if you took distributions from a traditional IRA, indicating the amounts of your distributions and any taxable part of those distributions.

05

If applicable, fill out Part III for Roth IRA conversions, reporting the amount converted and any taxable income associated with the conversion.

06

Review your entries for accuracy, ensuring all necessary amounts are reported correctly.

07

Attach Form 8606 to your Form 1040 when filing your tax return.

Who needs form 8606?

01

Anyone who has made non-deductible contributions to a traditional IRA.

02

Individuals who have taken distributions from their traditional IRAs.

03

Taxpayers who have converted funds from a traditional IRA to a Roth IRA.

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What is form 8606?

Form 8606 is a tax form used by individuals to report nondeductible contributions to traditional IRAs and distributions from traditional, SEP, and SIMPLE IRAs.

Who is required to file form 8606?

Individuals who make nondeductible contributions to a traditional IRA, receive distributions from any traditional, SEP, or SIMPLE IRA, or convert a traditional IRA to a Roth IRA must file Form 8606.

How to fill out form 8606?

To fill out Form 8606, provide personal information, report the nondeductible contributions you made, calculate any distributions, and complete the sections related to Roth conversions if applicable.

What is the purpose of form 8606?

The purpose of Form 8606 is to keep track of nondeductible contributions to IRAs and ensure that individuals do not pay taxes again on these contributions when they are withdrawn.

What information must be reported on form 8606?

Form 8606 requires reporting of nondeductible contributions made to traditional IRAs, distributions taken, basis in traditional IRAs, and amounts converted to Roth IRAs.

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