Tax Form 8606 is used to report:
- 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, and
- Conversions from traditional, SEP, or SIMPLE IRAs to Roth IRAs
File Form 8606 if any of the following apply:
- You made nondeductible contributions to a traditional IRA for 2005
- You received distributions from a traditional, SEP, or SIMPLE IRA in 2005 and your basis in traditional IRAs is more than zero. For this purpose, a distribution does not include a rollover (other than a repayment of a qualified hurricane distribution), conversion, recharacterization, or return of certain contributions
- You converted an amount from a traditional, SEP, or SIMPLE IRA to a Roth IRA in 2005 (unless you recharacterized the entire conversion)
- You received distributions from a Roth IRA in 2005 (other than a rollover, recharacterization, or return of certain contributions
| Form name | Instructions | Form |
|---|---|---|
| 2007 Federal Tax Form 8606 - Non-deductible IRA | ||
| 2006 Federal Tax Form 8606 - Non-deductible IRA | - | |
| 2005 Federal Tax Form 8606 - Non-deductible IRA | - |


