Instructions For Form 8606 - Nondeductible Iras

Basis in Regular Roth IRA Contributions — Line 29

Privacy Act and Paperwork

Reduction Act Notice. We ask for the

information on this form to carry out the

IF the most recent year

THEN enter on Form 8606,

PLUS the total of all your

Internal Revenue laws of the United

prior to 2010 in which you line 29, this amount...

regular contributions

States. We need this information to

took a Roth IRA

Roth IRAs for...

ensure that you are complying with

distribution

was...

these laws and to allow us to figure and

2009

The excess of your 2009 Form

2010

collect the right amount of tax. You are

(you had an amount on your

8606, line 22, over line 19 of

required to give us this information if

2009 Form 8606, line 19)

that Form 8606.

you made certain contributions or

received certain distributions from

2008

The excess of your 2008 Form

2009 and 2010

qualified plans, including IRAs, and

(you had an amount on your

8606, line 22, over line 19 of

other tax-favored accounts. Our legal

2008 Form 8606, line 19)

that Form 8606.

right to ask for the information

requested on this form is sections

2007

The excess of your 2007 Form

2008 through 2010

6001, 6011, 6012(a), and 6109 and

(you had an amount on your

8606, line 22, over line 19 of

their regulations. If you do not provide

2007 Form 8606, line 19)

that Form 8606.

this information, or you provide

2006

The excess of your 2006 Form

2007 through 2010

incomplete or false information, you

(you had an amount on your

8606, line 22, over line 19 of

may be subject to penalties.

2006 Form 8606, line 19)

that Form 8606.

You are not required to provide the

information requested on a form that is

2005

The excess of your 2005 Form

2006 through 2010

subject to the Paperwork Reduction Act

(you had an amount on your

8606, line 22, over line 19 of

unless the form displays a valid OMB

2005 Form 8606, line 19)

that Form 8606.

control number. Books or records

relating to a form or its instructions

2004

The excess of your 2004 Form

2005 through 2010

must be retained as long as their

(you had an amount on your

8606, line 22, over line 19 of

contents may become material in the

2004 Form 8606, line 19)

that Form 8606.

administration of any Internal Revenue

2003

The excess of your 2003 Form

2004 through 2010

law. Generally, tax returns and return

(you had an amount on your

8606, line 20, over line 19 of

information are confidential, as required

2003 Form 8606, line 19)

that Form 8606.

by section 6103. However, we may give

the information to the Department of

2002

The excess of your 2002 Form

2003 through 2010

Justice for civil and criminal litigation,

(you had an amount on your

8606, line 20, over line 19 of

and to cities, states, the District of

2002 Form 8606, line 19)

that Form 8606.

Columbia, and U.S. commonwealths

and possessions to carry out their tax

2001

The excess of your 2001 Form

2002 through 2010

laws. We may also disclose this

(you had an amount on your

8606, line 20, over line 19 of

information to other countries under a

2001 Form 8606, line 19)

that Form 8606.

tax treaty, to federal and state agencies

2000

The excess of your 2000 Form

2001 through 2010

to enforce federal nontax criminal laws,

(you had an amount on your 8606, line 18d, over line 17 of

or to federal law enforcement and

2000 Form 8606, line 17)

that Form 8606.

intelligence agencies to combat

terrorism.

1999

The excess of your 1999 Form

2000 through 2010

The average time and expenses

(you had an amount on your 8606, line 18d, over line 17 of

required to complete and file this form

1999 Form 8606, line 17)

that Form 8606.

will vary depending on individual

circumstances. For the estimated

1998

The excess of your 1998 Form

1999 through 2010

averages, see the instructions for your

(you had an amount on your 8606, line 19c, over line 18 of

income tax return.

1998 Form 8606, line 18)

that Form 8606.

If you have suggestions for making

Did not take a Roth IRA

1998 through 2010

this form simpler, we would be happy to

distribution

prior to 2010

hear from you. See the instructions for

your income tax return.

1. Excluding rollovers, recharacterizations, and contributions that you had returned to you.

2. Excluding rollovers, conversions, Roth IRA contributions that were recharacterized, and any

contributions that you had returned to you.

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Instructions for Form 8606 (2010)

Instructions For Form 8606 - Nondeductible Iras - 2010 Page 9

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