Instructions For Form 8606 - 2015 Page 10
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12Basis in Regular Roth IRA Contributions
Worksheet—Line 22
Keep for Your Records
Before you begin: You will need your Form 8606 for the most recent year prior to 2015 where you received a distribution.
Note. Do not complete this worksheet if you never received a distribution from your Roth IRAs prior to 2015.
1. Enter the most recent year prior to 2015 you reported distributions on
Form 8606 (for example, 2 0 1 2) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1.
2. Enter your basis in Roth IRA contributions reported on Form 8606 for the
year entered on line 1 (see
Table 1
below) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2.
3. Enter your Roth IRA distributions* reported on Form 8606 for the year
entered on line 1 (see
Table 2
below) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3.
4. Subtract line 3 from line 2. Enter zero if the resulting amount is zero or
less . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
4.
5. Enter the total of all your regular contributions** to Roth IRAs after the
year entered on line 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5.
6. Add lines 4 and 5. Enter this amount on your 2015 Form 8606,
line 22 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6.
*Excluding rollovers, recharacterizations, and contributions that you had returned to you.
**Excluding rollovers, conversions, Roth IRA contributions that were recharacterized, and any contributions that you had returned to
you.
Table 1 for Line 2 above
IF the year entered on Line 1 was . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
THEN enter on Line 2 the amount from the following line . . . . . .
2014, 2013, 2012, 2011, 2009, 2008, 2007, 2006, 2005, and 2004
Form 8606, Line 22
2010
Form 8606, Line 29
2003, 2002, 2001
Form 8606, Line 20
2000 and 1999
Form 8606, Line 18d
1998
Form 8606, Line 19c
Table 2 for Line 3 above
IF the year entered on Line 1 was . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
THEN enter on Line 3 the amount from the following line . . . . . .
2014, 2013, 2012, 2011, 2009, 2008, 2007, 2006, 2005, 2004, 2003, 2002, and
Form 8606, line 19
2001
2010
Form 8606, line 26
2000 and 1999
Form 8606, line 17
1998
Form 8606, line 18
10
Instructions for Form 8606 (2015)
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