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Federal Tax Form 8606 - Non-deductible IRA

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
2008 Federal Tax Form 8606 - Non-deductible IRA
2007 Federal Tax Form 8606 - Non-deductible IRA
2006 Federal Tax Form 8606 - Non-deductible IRA -
2005 Federal Tax Form 8606 - Non-deductible IRA -
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