Instructions For Form 8606 - Nondeductible Iras - 2009 Page 8
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9Basis in Regular Roth IRA Contributions — Line 22
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 2009 in which you
line 22, this amount...
regular contributions** to
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
2008
The excess of your 2008
2009
collect the right amount of tax. You are
(you had an amount on your Form 8606, line 22, over line
required to give us this information if
2008 Form 8606, line 19)
19 of that Form 8606.
you made certain contributions or
received certain distributions from
2007
The excess of your 2007
2008 and 2009
qualified plans, including IRAs, and
(you had an amount on your Form 8606, line 22, over line
other tax-favored accounts. Our legal
2007 Form 8606, line 19)
19 of that Form 8606.
right to ask for the information
requested on this form is sections
2006
The excess of your 2006
2007 through 2009
6001, 6011, 6012(a), and 6109 and
(you had an amount on your Form 8606, line 22, over line
their regulations. If you do not provide
2006 Form 8606, line 19)
19 of that Form 8606.
this information, or you provide
2005
The excess of your 2005
2006 through 2009
incomplete or false information, you
(you had an amount on your Form 8606, line 22, over line
may be subject to penalties.
2005 Form 8606, line 19)
19 of that Form 8606.
You are not required to provide the
information requested on a form that is
2004
The excess of your 2004
2005 through 2009
subject to the Paperwork Reduction Act
(you had an amount on your Form 8606, line 22, over line
unless the form displays a valid OMB
2004 Form 8606, line 19)
19 of that Form 8606.
control number. Books or records
relating to a form or its instructions
2003
The excess of your 2003
2004 through 2009
must be retained as long as their
(you had an amount on your Form 8606, line 20, over line
contents may become material in the
2003 Form 8606, line 19)
19 of that Form 8606.
administration of any Internal Revenue
2002
The excess of your 2002
2003 through 2009
law. Generally, tax returns and return
(you had an amount on your Form 8606, line 20, over line
information are confidential, as required
2002 Form 8606, line 19)
19 of that Form 8606.
by section 6103. However, we may give
the information to the Department of
2001
The excess of your 2001
2002 through 2009
Justice for civil and criminal litigation,
(you had an amount on your Form 8606, line 20, over line
and to cities, states, the District of
2001 Form 8606, line 19)
19 of that Form 8606.
Columbia, and U.S. commonwealths
and possessions to carry out their tax
2000
The excess of your 2000
2001 through 2009
laws. We may also disclose this
(you had an amount on your
Form 8606, line 18d, over
information to other countries under a
2000 Form 8606, line 17)
line 17 of that Form 8606.
tax treaty, to federal and state agencies
1999
The excess of your 1999
2000 through 2009
to enforce federal nontax criminal laws,
(you had an amount on your
Form 8606, line 18d, over
or to federal law enforcement and
1999 Form 8606, line 17)
line 17 of that Form 8606.
intelligence agencies to combat
terrorism.
1998
The excess of your 1998
1999 through 2009
The average time and expenses
(you had an amount on your
Form 8606, line 19c, over
required to complete and file this form
1998 Form 8606, line 18)
line 18 of that Form 8606.
will vary depending on individual
circumstances. For the estimated
Did not take a Roth IRA
$0
1998 through 2009
averages, see the instructions for your
distribution* prior to 2009
income tax return.
*Excluding rollovers, recharacterizations, and contributions that you had returned to you.
If you have suggestions for making
this form simpler, we would be happy to
**Excluding rollovers, conversions, Roth IRA contributions that were recharacterized, and
hear from you. See the instructions for
any contributions that you had returned to you.
your income tax return.
areas. On August 18, 2009, you
homebuyer expenses reported on line
received a qualified disaster recovery
20, so you would also enter $40,000 on
assistance distribution (as a result of
line 21. Your would then complete lines
the severe storms, tornadoes, or
22 through 24 as instructed. Form
flooding in a Midwestern disaster area)
8606, line 25a shows an amount of
from your Roth IRA in the amount of
$20,000. You would enter $5,000
$10,000. You would report total
($20,000 x $10,000/$40,000) on line
distributions of $40,000 on Form 8606,
25b. You would also enter $5,000 on
line 19. You have no first-time
Form 8930, line 23.
-8-
Instructions for Form 8606 (2009)
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