Instructions For Form 8606 - 2015 Page 11
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12Basis in Roth IRA Conversions and Rollovers From Qualified Retirement Plans to
Roth IRAs—Line 24
IF the most recent year prior to 2015 in
THEN enter on Form 8606, line 24, this
PLUS the sum of the amounts
which you had a distribution
in excess
amount
on the following lines
1
. . . . . . . . . . . . . . . . . . . . . . . . . . . . .
. . . . . . .
of your basis in contributions was
. . .
2014
Line 16 of your 2015 Form 8606
The excess, if any, of your 2014 Form 8606,
(your 2014 Form 8606, line 22, was
and certain rollovers
reported
3
line 24, over line 23
of that Form 8606.
2
less than line 19 of that Form 8606)
on your 2015 tax return.
Line 16 of your 2014 and 2015
2013
The excess, if any, of your 2013 Form 8606,
Forms 8606 and certain
(your 2013 Form 8606, line 22, was
line 24, over line 23
of that Form 8606.
rollovers
reported on your 2014
2
3
less than line 19 of that Form 8606)
and 2015 tax returns.
Line 16 of your 2013 through
2012
The excess, if any, of your 2012 Form 8606,
2015 Forms 8606 and certain
(your 2012 Form 8606, line 22, was
line 24, over line 23
of that Form 8606.
rollovers
reported on your 2013
2
3
less than line 19 of that Form 8606)
through 2015 tax returns.
Line 16 of your 2012 through
2011
The excess, if any, of your 2011 Form 8606,
2015 Forms 8606 and certain
(your 2011 Form 8606, line 22, was
line 24, over line 23
of that Form 8606.
rollovers
reported on your 2012
2
3
less than line 19 of that Form 8606)
through 2015 tax returns.
Line 16 of your 2011 through
2015 Forms 8606 and certain
rollovers
reported on your 2011
3
through 2015 tax returns,
The excess, if any, of your 2010 Form 8606,
OR
2010
line 31, over line 30 of that Form 8606
Line 16 of your 2011 through
(your 2010 Form 8606, line 29, was
2015 Forms 8606; lines 16 and
less than line 26 of that Form 8606)
(refigure line 30 without taking into account any
21 of your 2010 Form 8606
if
4
amount entered on Form 8606, line 27).
you did not check the boxes on
lines 19 or 24 of your 2010 Form
8606; and certain rollovers
3
reported on your 2011 through
2015 tax returns.
Line 16 of your 2010 through
2009
2015 Forms 8606; line 21 of your
The excess, if any, of your 2009 Form 8606,
(your 2009 Form 8606, line 22, was
2010 Form 8606
; and certain
4
line 24, over line 23
of that Form 8606.
2
less than line 19 of that Form 8606)
rollovers
reported on your 2011
3
through 2015 tax returns.
Line 16 of your 2009 through
2015 Forms 8606; line 21 of your
2008
The excess, if any, of your 2008 Form 8606,
2010 Form 8606
; and certain
4
(your 2008 Form 8606, line 22, was
line 24, over line 23
of that Form 8606.
rollovers
reported on your 2009
2
3
less than line 19 of that Form 8606)
and 2011 through 2015 tax
returns.
Line 16 of your 2008 through
2015 Forms 8606; line 21 of your
2007
The excess, if any, of your 2007 Form 8606,
2010 Form 8606
; and certain
4
(your 2007 Form 8606, line 22, was
line 24, over line 23
of that Form 8606.
rollovers
reported on your 2008,
2
3
less than line 19 of that Form 8606)
2009, and 2011 through 2015
tax returns.
Line 16 of your 2007 through
2015 Forms 8606; line 21 of your
2006
The excess, if any, of your 2006 Form 8606,
2010 Form 8606
; and certain
4
(your 2006 Form 8606, line 22, was
line 24, over line 23
of that Form 8606.
rollovers
reported on your 2008,
2
3
less than line 19 of that Form 8606)
2009, and 2011 through 2015
tax returns.
Line 16 of your 2006 through
2015 Forms 8606; line 21 of your
2005
The excess, if any, of your 2005 Form 8606,
2010 Form 8606
; and certain
4
(your 2005 Form 8606, line 22, was
line 24, over line 23
of that Form 8606.
rollovers
reported on your 2008,
2
3
less than line 19 of that Form 8606)
2009, and 2011 through 2015
tax returns.
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. Amounts rolled over from qualified retirement plans to Roth IRAs from your Form 1040, line 16a; Form 1040A, line 12a; or Form
1040NR, line 17a.
4. Do not include any in-plan Roth rollovers entered on line 21.
Continued on next page.
Instructions for Form 8606 (2015)
11
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