Form 8606 - Nondeductible Iras - 2015 Page 2
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Form 8606 (2015)
Page
Part II
2015 Conversions From Traditional, SEP, or SIMPLE IRAs to Roth IRAs
Complete this part if you converted part or all of your traditional, SEP, and SIMPLE IRAs to a Roth IRA in 2015 (excluding
any portion you recharacterized).
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If you completed Part I, enter the amount from line 8. Otherwise, enter the net amount you
converted from traditional, SEP, and SIMPLE IRAs to Roth IRAs in 2015. Do not include amounts
you later recharacterized back to traditional, SEP, or SIMPLE IRAs in 2015 or 2016 (see instructions)
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If you completed Part I, enter the amount from line 11. Otherwise, enter your basis in the amount
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on line 16 (see instructions) .
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Taxable amount. Subtract line 17 from line 16. If more than zero, also include this amount on
Form 1040, line 15b; Form 1040A, line 11b; or Form 1040NR, line 16b .
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Part III
Distributions From Roth IRAs
Complete this part only if you took a distribution from a Roth IRA in 2015. For this purpose, a distribution does not
include a rollover, one-time distribution to fund an HSA, recharacterization, or return of certain contributions (see
instructions).
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Enter your total nonqualified distributions from Roth IRAs in 2015, including any qualified first-time
homebuyer distributions (see instructions) .
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Qualified first-time homebuyer expenses (see instructions). Do not enter more than $10,000
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Subtract line 20 from line 19. If zero or less, enter -0-
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Enter your basis in Roth IRA contributions (see instructions). If line 21 is zero, stop here .
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Subtract line 22 from line 21. If zero or less, enter -0- and skip lines 24 and 25. If more than zero,
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you may be subject to an additional tax (see instructions) .
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Enter your basis in conversions from traditional, SEP, and SIMPLE IRAs and rollovers from
qualified retirement plans to a Roth IRA (see instructions) .
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Taxable amount. Subtract line 24 from line 23. If more than zero, also include this amount on
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Form 1040, line 15b; Form 1040A, line 11b; or Form 1040NR, line 16b .
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Under penalties of perjury, I declare that I have examined this form, including accompanying attachments, and to the best of my knowledge and
Sign Here Only If You
belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
Are Filing This Form
by Itself and Not With
Your Tax Return
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Print/Type preparer’s name
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if
self-employed
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8606
Form
(2015)
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