Instructions For Form 8606 - 2016 Page 12
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13Basis in Roth IRA Conversions and Rollovers From Qualified Retirement Plans to
Roth IRAs—Line 24
IF the most recent year prior to 2016 in
THEN enter on Form 8606, line 24, this
PLUS the sum of the amounts on
which you had a distribution
in excess of
amount
the following lines
1
. . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. . . . . . . . . .
your basis in contributions was
. . . . . .
2015
Line 16 of your 2016 Form 8606
The excess, if any, of your 2015 Form 8606, line 24,
(your 2015 Form 8606, line 22, was less
and certain rollovers
reported on
3
over line 23
of that Form 8606.
2
than line 19 of that Form 8606)
your 2016 tax return.
Line 16 of your 2015 and 2016
2014
The excess, if any, of your 2014 Form 8606, line 24,
Forms 8606 and certain rollovers
3
(your 2014 Form 8606, line 22, was less
over line 23
of that Form 8606.
reported on your 2015 and 2016
2
than line 19 of that Form 8606)
tax returns.
Line 16 of your 2014 through 2016
2013
The excess, if any, of your 2013 Form 8606, line 24,
Forms 8606 and certain rollovers
3
(your 2013 Form 8606, line 22, was less
over line 23
of that Form 8606.
reported on your 2014 through
2
than line 19 of that Form 8606)
2016 tax returns.
Line 16 of your 2013 through 2016
2012
The excess, if any, of your 2012 Form 8606, line 24,
Forms 8606 and certain rollovers
3
(your 2012 Form 8606, line 22, was less
over line 23
of that Form 8606.
reported on your 2013 through
2
than line 19 of that Form 8606)
2016 tax returns.
Line 16 of your 2012 through 2016
2011
The excess, if any, of your 2011 Form 8606, line 24,
Forms 8606 and certain rollovers
3
(your 2011 Form 8606, line 22, was less
over line 23
of that Form 8606.
reported on your 2012 through
2
than line 19 of that Form 8606)
2016 tax returns.
Line 16 of your 2011 through 2016
Forms 8606 and certain rollovers
3
reported on your 2011 through
2016 tax returns,
The excess, if any, of your 2010 Form 8606, line 31,
OR
2010
over line 30 of that Form 8606
Line 16 of your 2011 through 2016
(your 2010 Form 8606, line 29, was less
Forms 8606; lines 16 and 21 of
than line 26 of that Form 8606)
(refigure line 30 without taking into account any
your 2010 Form 8606
if you didn’t
4
amount entered on Form 8606, line 27).
check the boxes on lines 19 or 24
of your 2010 Form 8606; and
certain rollovers
reported on your
3
2011 through 2016 tax returns.
Line 16 of your 2010 through 2016
2009
Forms 8606; line 21 of your 2010
The excess, if any, of your 2009 Form 8606, line 24,
(your 2009 Form 8606, line 22, was less
Form 8606
; and certain rollovers
4
3
over line 23
of that Form 8606.
2
than line 19 of that Form 8606)
reported on your 2011 through
2016 tax returns.
Line 16 of your 2009 through 2016
2008
Forms 8606; line 21 of your 2010
The excess, if any, of your 2008 Form 8606, line 24,
(your 2008 Form 8606, line 22, was less
Form 8606
; and certain rollovers
4
3
over line 23
of that Form 8606.
2
than line 19 of that Form 8606)
reported on your 2009 and 2011
through 2016 tax returns.
Line 16 of your 2008 through 2016
2007
Forms 8606; line 21 of your 2010
The excess, if any, of your 2007 Form 8606, line 24,
(your 2007 Form 8606, line 22, was less
Form 8606
; and certain rollovers
4
3
over line 23
of that Form 8606.
2
than line 19 of that Form 8606)
reported on your 2008, 2009, and
2011 through 2016 tax returns.
Line 16 of your 2007 through 2016
2006
Forms 8606; line 21 of your 2010
The excess, if any, of your 2006 Form 8606, line 24,
(your 2006 Form 8606, line 22, was less
Form 8606
; and certain rollovers
4
3
over line 23
of that Form 8606.
2
than line 19 of that Form 8606)
reported on your 2008, 2009, and
2011 through 2016 tax returns.
Line 16 of your 2006 through 2016
2005
Forms 8606; line 21 of your 2010
The excess, if any, of your 2005 Form 8606, line 24,
(your 2005 Form 8606, line 22, was less
Form 8606
; and certain rollovers
4
3
over line 23
of that Form 8606.
2
than line 19 of that Form 8606)
reported on your 2008, 2009, and
2011 through 2016 tax returns.
1. Excluding rollovers, recharacterizations, and contributions that you had returned to you.
2. Refigure line 23 without taking into account any amount entered on Form 8606, line 20.
3. Amounts rolled over from qualified retirement plans to Roth IRAs from your Form 1040, line 16a; Form 1040A, line 12a; or Form 1040NR,
line 17a.
4. Don’t include any in-plan Roth rollovers entered on line 21.
Continued on next page.
12
Instructions for Form 8606 (2016)
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