Instructions For Form 8606 - 2015 Page 12
ADVERTISEMENT
1
2
3
4
5
6
7
8
9
10
11
12Basis in Roth IRA Conversions and Rollovers From Qualified Retirement Plans to
Roth IRAs—Line 24 (continued)
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
. . .
Line 16 of your 2005 through
2015 Forms 8606; line 21 of your
2004
The excess, if any, of your 2004 Form 8606,
2010 Form 8606
; and certain
4
(your 2004 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 2004 through
2015 Forms 8606; line 21 of your
2003
The excess, if any, of your 2003 Form 8606,
2010 Form 8606
; and certain
4
(you had an amount on your 2003
line 22, over line 21 of that Form 8606.
rollovers
reported on your 2008,
3
Form 8606, line 21)
2009, and 2011 through 2015
tax returns.
Line 16 of your 2003 through
2015 Forms 8606; line 21 of your
2002
The excess, if any, of your 2002 Form 8606,
2010 Form 8606
; and certain
4
(you had an amount on your 2002
line 22, over line 21 of that Form 8606.
rollovers
reported on your 2008,
3
Form 8606, line 21)
2009, and 2011 through 2015
tax returns.
Line 16 of your 2002 through
2015 Forms 8606; line 21 of your
2001
The excess, if any, of your 2001 Form 8606,
2010 Form 8606
; and certain
4
(you had an amount on your 2001
line 22, over line 21 of that Form 8606.
rollovers
reported on your 2008,
3
Form 8606, line 21)
2009, and 2011 through 2015
tax returns.
Line 16 of your 2001 through
2015 Forms 8606; line 21 of your
2000
The excess, if any, of your 2000 Form 8606,
2010 Form 8606
; and certain
4
(you had an amount on your 2000
line 25, over line 19 of that Form 8606.
rollovers
reported on your 2008,
3
Form 8606, line 19)
2009, and 2011 through 2015
tax returns.
Line 14c of your 2000 Form
8606; Line 16 of your 2001
1999
through 2015 Forms 8606;
The excess, if any, of your 1999 Form 8606,
(you had an amount on your 1999
line 21 of your 2010 Form 8606
;
4
line 25, over line 19 of that Form 8606.
Form 8606, line 19)
and certain rollovers
reported
3
on your 2008, 2009, and 2011
through 2015 tax returns.
Line 14c of your 1999 and 2000
Forms 8606; line 16 of your 2001
1998
through 2015 Forms 8606;
The excess, if any, of your 1998 Form 8606,
(you had an amount on your 1998
line 21 of your 2010 Form 8606
;
4
line 14c, over line 20 of that Form 8606.
Form 8606, line 20)
and certain rollovers
reported
3
on your 2008, 2009, and 2011
through 2015 tax returns.
Line 14c of your 1998 through
2000 Forms 8606; line 16 of your
2001 through 2014 Forms 8606;
Did not have such a distribution in
The amount from your 2015 Form 8606, line 16
line 21 of your 2010 Form 8606
;
4
excess of your basis in contributions
and certain rollovers
reported
3
on your 2008, 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.
12
Instructions for Form 8606 (2015)
ADVERTISEMENT
0 votes
Related Articles
Related forms
Related Categories
Parent category: Financial