Description Of Major Changes And Instructions For Form 8606 - Nondeductible Iras - 2010 Page 12
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12Basis in Roth IRA Conversions and Rollovers From Qualified Retirement Plans to Roth IRAs — Line 31
IF the most recent year prior to 2010 in
THEN enter on Form 8606, line 31, this amount...
PLUS the sum of the amounts on
which you had a distribution
in excess
the following lines...
1
of your basis in contributions was...
2009
The excess, if any, of your 2009 Form 8606, line 24,
Lines 16 and 21 of your 2010 Form
(your 2009 Form 8606, line 22, was less
over line 23
2
of that Form 8606.
8606
5
than line 19 of that Form 8606)
2008
The excess, if any, of your 2008 Form 8606, line 24,
Lines 16 and 21 of your 2010 Form
2
5
(your 2008 Form 8606, line 22, was less
over line 23
of that Form 8606.
8606,
and line 16 of your 2009
than line 19 of that Form 8606)
Form 8606
3
2007
The excess, if any, of your 2007 Form 8606, line 24,
Lines 16 and 21 of your 2010 Form
(your 2007 Form 8606, line 22, was less
over line 23
2
of that Form 8606.
8606,
5
and line 16 of your 2008 and
4
than line 19 of that Form 8606)
2009 Forms 8606
2006
The excess, if any, of your 2006 Form 8606, line 24,
Lines 16 and 21 of your 2010 Form
2
5
(your 2006 Form 8606, line 22, was less
over line 23
of that Form 8606.
8606,
and line 16 of your 2007
than line 19 of that Form 8606)
through 2009 Forms 8606
4
2005
The excess, if any, of your 2005 Form 8606, line 24,
Lines 16 and 21 of your 2010 Form
2
5
(your 2005 Form 8606, line 22, was less
over line 23
of that Form 8606.
8606,
and line 16 of your 2006
4
than line 19 of that Form 8606)
through 2009 Forms 8606
2004
The excess, if any, of your 2004 Form 8606, line 24,
Lines 16 and 21 of your 2010 Form
(your 2004 Form 8606, line 22, was less
over line 23
2
of that Form 8606.
8606,
5
and line 16 of your 2005
4
than line 19 of that Form 8606)
through 2009 Forms 8606
2003
The excess, if any, of your 2003 Form 8606, line 22,
Lines 16 and 21 of your 2010 Form
5
(you had an amount on your 2003 Form
over line 21 of that Form 8606.
8606,
and line 16 of your 2004
8606, line 21)
through 2009 Forms 8606
4
2002
The excess, if any, of your 2002 Form 8606, line 22,
Lines 16 and 21 of your 2010 Form
(you had an amount on your 2002 Form
over
8606,
5
and line 16 of your 2003
4
8606, line 21)
line 21 of that Form 8606.
through 2009 Forms 8606
2001
The excess, if any, of your 2001 Form 8606, line 22,
Lines 16 and 21 of your 2010 Form
5
(you had an amount on your 2001 Form
over
8606,
and line 16 of your 2002
8606, line 21)
line 21 of that Form 8606.
through 2009 Forms 8606
4
2000
The excess, if any, of your 2000 Form 8606, line 25,
Lines 16 and 21 of your 2010 Form
(you had an amount on your 2000 Form
over
8606,
5
and line 16 of your 2001
4
8606, line 19)
line 19 of that Form 8606.
through 2009 Forms 8606
Lines 16 and 21 of your 2010 Form
1999
The excess, if any, of your 1999 Form 8606, line 25,
5
8606,
and line 14c of your 2000
(you had an amount on your 1999 Form
over
Form 8606, and line 16 of your 2001
8606, line 19)
line 19 of that Form 8606.
4
through 2009 Forms 8606
Lines 16 and 21 of your 2010 Form
5
1998
The excess, if any, of your 1998 Form 8606, line 14c,
8606,
and line 14c of your 1999
(you had an amount on your 1998 Form
over
and 2000 Forms 8606, and line 16
8606, line 20)
line 20 of that Form 8606.
of your 2001 through 2009 Forms
8606
4
Line 14c of your 1998, 1999, and
Did not have such a distribution in excess of
The amounts from your 2010 Form 8606,
2000 Forms 8606 and line 16 of
5
your basis in contributions
lines 16 and 21.
your 2001 through 2009 Forms
8606
4
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. Also include amounts rolled over from qualified retirement plans to Roth IRAs in 2009 from your Form 1040, line 16a; Form 1040A, line 12a; or Form
1040NR, line 17a.
4. Also include amounts rolled over from qualified retirement plans to Roth IRAs in 2008 and 2009 from your Form 1040, line 16a; Form 1040A, line 12a; or
Form 1040NR, line 17a.
5. Only include these amounts if you checked the box on lines 19 and 24. Do not include any in-plan Roth rollovers entered on line 21.
-10-
Instructions for Form 8606 (2010)
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