2025 Printable Template
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Form last updated: 03/2024. Please verify this is the current version before use.
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What is a 8606 used for?
Form 8606 is used to report nondeductible contributions to traditional IRAs, distributions from Roth IRAs, and conversions from traditional, SEP, or SIMPLE IRAs to Roth IRAs. It ensures accurate tax reporting and helps avoid double taxation on contributions.
Who needs to fill out a 8606 form
Taxpayers who have made nondeductible contributions to traditional IRAs, taken distributions from Roth IRAs, or converted funds from traditional, SEP, or SIMPLE IRAs to Roth IRAs.
How to fill out a 8606 online?
Follow these steps to complete your 8606 form online.
Frequently Asked Questions
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It is used to report nondeductible contributions to traditional IRAs, distributions from Roth IRAs, and conversions to Roth IRAs.
It is required if you made nondeductible contributions to a traditional IRA, took distributions from a Roth IRA, or converted funds to a Roth IRA.
You may incur a penalty unless you can demonstrate reasonable cause.
