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

Tuesday, May 13, 2008

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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.

To get a free version of Adobe Acrobat Reader software, go to the Adobe web site.

For more information, see our discussion.