Business Owner's Toolkit

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.

IRS Form 8606, Nondeductible IRAs

Instructions for IRS Form 8606, Nondeductible IRAs

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