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;
  • distributions from Coverdell education savings accounts (ESAs); and
  • conversions from traditional, SEP, or SIMPLE IRAs to Roth IRAs.

IRS Form 8606, Nondeductible IRAs and Coverdell ESAs (standard .pdf file)

IRS Form 8606, Nondeductible IRAs and Coverdell ESAs (fill-in .pdf file)

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.



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