CCH Financial Planning Toolkit | IRS Form 8606, Nondeductible IRAs and Coverdell ESAs

Saturday, July 04, 2009

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IRS Form 8606, Nondeductible IRAs and Coverdell ESAs

Form 8606 is used to report any of the following to the IRS:

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;
conversions from traditional, SEP, or SIMPLE IRAs to Roth IRAs.

The file is in Adobe portable document format (PDF), which requires the use of Adobe Acrobat Reader.

Adobe Acrobat Reader is available, without charge, at the Adobe website.

For more information, see our discussion.