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Federal Free Printable 2019 Form 8606 for 2020 Federal Nondeductible IRAs

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Nondeductible IRAs
2019 Form 8606

Form 8606 Nondeductible IRAs ▶ Go Department of the Treasury Internal Revenue Service (99) OMB No. 1545-0074 ▶ Attach Attachment Sequence No. 48 to 2019 Form 1040, 1040-SR, or 1040-NR. Your social security number Name. If married, file a separate form for each spouse required to file 2019 Form 8606. See instructions. Part I ▲ Fill in Your Address Only if You Are Filing This Form by Itself and Not With Your Tax Return 2019 to www.irs.gov/Form8606 for instructions and the latest information. Home address (number and street, or P.O. box if mail is not delivered to your home) Apt. no. City, town or post office, state, and ZIP code. If you have a foreign address, also complete the spaces below (see instructions). Foreign country name Foreign province/state/county Foreign postal code Nondeductible Contributions to Traditional IRAs and Distributions From Traditional, SEP, and SIMPLE IRAs Complete this part only if one or more of the following apply. • You made nondeductible contributions to a traditional IRA for 2019. • You took distributions from a traditional, SEP, or SIMPLE IRA in 2019 and you made nondeductible contributions to a traditional IRA in 2019 or an earlier year. For this purpose, a distribution does not include a rollover (other than a repayment of a qualified disaster distribution (see 2019 Forms 8915-C and 8915-D)), qualified charitable distribution, one-time distribution to fund an HSA, conversion, recharacterization, or return of certain contributions. • You converted part, but not all, of your traditional, SEP, and SIMPLE IRAs to Roth IRAs in 2019 and you made nondeductible contributions to a traditional IRA in 2019 or an earlier year. 1 2 3 4 5 6 Enter your nondeductible contributions to traditional IRAs for 2019, including those made for 2019 from January 1, 2020, through April 15, 2020. See instructions . . . . . . . . . . . . . Enter your total basis in traditional IRAs. See instructions . . . . . . . . . . . . . . . Add lines 1 and 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . ▶ Enter the amount from line 3 on line 14. No In 2019, did you take a distribution Do not complete the rest of Part I. from traditional, SEP, or SIMPLE IRAs, or make a Roth IRA conversion? ▶ Go to line 4. Yes Enter those contributions included on line 1 that were made from January 1, 2020, through April 15, 2020 Subtract line 4 from line 3 . . . . . . . . . . . . . . . . . . . . . . . . . Enter the value of all your traditional, SEP, and SIMPLE IRAs as of December 31, 2019, plus any outstanding rollovers. Subtract any repayments of qualified disaster distributions (see 2019 Forms 8915-C and 8915-D) . . . . . . 1 2 3 4 5 6 Enter your distributions from traditional, SEP, and SIMPLE IRAs in 2019. Do not include rollovers (other than repayments of qualified disaster distributions (see 2019 Forms 8915-C and 8915-D)), qualified charitable distributions, a one-time distribution to fund an HSA, conversions to a Roth IRA, certain returned contributions, or recharacterizations of traditional IRA contributions (see instructions) . . . . . . . . . . . . . . . . . . . . 7 8 9 10 11 12 13 14 15a 7 Enter the net amount you converted from traditional, SEP, and SIMPLE IRAs to Roth IRAs in 2019. Also enter this amount on line 16 . . . . . . . . . 8 Add lines 6, 7, and 8 . . . . . . . . . . . 9 Divide line 5 by line 9. Enter the result as a decimal rounded to at least 3 × . places. If the result is 1.000 or more, enter “1.000” . . . . . . . . . 10 Multiply line 8 by line 10. This is the nontaxable portion of the amount you converted to Roth IRAs. Also enter this amount on line 17 . . . . . . . 11 Multiply line 7 by line 10. This is the nontaxable portion of your distributions that you did not convert to a Roth IRA . . . . . . . . . . . . . 12 Add lines 11 and 12. This is the nontaxable portion of all your distributions . . . . . . . . . Subtract line 13 from line 3. This is your total basis in traditional IRAs for 2019 and earlier years . Subtract line 12 from line 7 . . . . . . . . . . . . . . . . . . . . . . . . . b Enter the amount on line 15a attributable to qualified disaster distributions from 2019 Forms 8915-C and 8915-D (see instructions). Also, enter this amount on 2019 Form 8915-C, line 22, or 2019 Form 8915-D, line 13, as applicable . . . . . . . . . . . . . . . . . . . . . . . . c Taxable amount. Subtract line 15b from line 15a. If more than zero, also include this amount on 2019 Form 1040 or 1040-SR, line 4b; or 2019 Form 1040-NR, line 16b . . . . . . . . . . . . Note: You may be subject to an additional 10% tax on the amount on line 15c if you were under age 59½ at the time of the distribution. See instructions. For Privacy Act and Paperwork Reduction Act Notice, see separate instructions. Cat. No. 63966F 13 14 15a 15b 15c Form 8606 (2019) Page 2 Form 8606 (2019) Part II 2019 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 2019. 16 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 2019 . . . . . . . . . . . . . If you completed Part I, enter the amount from line 11. Otherwise, enter your basis in the amount on line 16 (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . Taxable amount. Subtract line 17 from line 16. If more than zero, also include this amount on 2019 Form 1040 or 1040-SR, line 4b; or 2019 Form 1040-NR, line 16b . . . . . . . . . . . . 17 18 Part III 16 17 18 Distributions From Roth IRAs Complete this part only if you took a distribution from a Roth IRA in 2019. For this purpose, a distribution does not include a rollover (other than a repayment of a qualified disaster distribution (see 2019 Forms 8915-C and 8915-D)), qualified charitable distribution, one-time distribution to fund an HSA, recharacterization, or return of certain contributions (see instructions). 19 20 21 22 23 24 25a Enter your total nonqualified distributions from Roth IRAs in 2019, including any qualified first-time homebuyer distributions, and any qualified disaster distributions (see instructions). Also see 2019 Forms 8915-C and 8915-D . . . . . . . . . . . . . . . . . . . . . . . . . Qualified first-time homebuyer expenses (see instructions). Do not enter more than $10,000 reduced by the total of all your prior qualified first-time homebuyer distributions . . . . . . . . . . Subtract line 20 from line 19. If zero or less, enter -0- . . . . . . . . . . . . . . . . Enter your basis in Roth IRA contributions (see instructions). If line 21 is zero, stop here . . . . . Subtract line 22 from line 21. If zero or less, enter -0- and skip lines 24 and 25. If more than zero, you may be subject to an additional tax (see instructions) . . . . . . . . . . . . . . . . Enter your basis in conversions from traditional, SEP, and SIMPLE IRAs and rollovers from qualified retirement plans to a Roth IRA. See instructions . . . . . . . . . . . . . . . . . . Subtract line 24 from line 23. If zero or less, enter -0- and skip lines 25b and 25c . . . . . . . b Enter the amount on line 25a attributable to qualified disaster distributions from 2019 Forms 8915-C and 8915-D (see instructions). Also, enter this amount on 2019 Form 8915-C, line 23, or 2019 Form 8915-D, line 14, as applicable . . . . . . . . . . . . . . . . . . . . . . . . c Taxable amount. Subtract line 25b from line 25a. If more than zero, also include this amount on 2019 Form 1040 or 1040-SR, line 4b; or 2019 Form 1040-NR, line 16b. . . . . . . . . . . . . ▲ Paid Preparer Use Only 20 21 22 23 24 25a 25b 25c Under penalties of perjury, I declare that I have examined this form, including accompanying attachments, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge. ▲ Sign Here Only if You Are Filing This Form by Itself and Not With Your Tax Return 19 Your signature Print/Type preparer’s name Preparer’s signature Date Date Check if PTIN self-employed Firm’s name ▶ Firm’s EIN Firm’s address ▶ Phone no. ▶ Form 8606 (2019)
Extracted from PDF file 2019-federal-form-8606.pdf, last modified January 2020

More about the Federal Form 8606 Individual Income Tax TY 2019

This form is for reporting nondeductible IRA contributions. Attach to Form 1040, Form 1040A, or Form 1040NR.

We last updated the Nondeductible IRAs in January 2020, so this is the latest version of Form 8606, fully updated for tax year 2019. You can download or print current or past-year PDFs of Form 8606 directly from TaxFormFinder. You can print other Federal tax forms here.

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Form Sources:

The Internal Revenue Service usually releases income tax forms for the current tax year between October and January, although changes to some forms can come even later. We last updated Federal Form 8606 from the Internal Revenue Service in January 2020.

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About the Individual Income Tax

The IRS and most states collect a personal income tax, which is paid throughout the year via tax withholding or estimated income tax payments.

Most taxpayers are required to file a yearly income tax return in April to both the Internal Revenue Service and their state's revenue department, which will result in either a tax refund of excess withheld income or a tax payment if the withholding does not cover the taxpayer's entire liability. Every taxpayer's situation is different - please consult a CPA or licensed tax preparer to ensure that you are filing the correct tax forms!

Historical Past-Year Versions of Federal Form 8606

We have a total of nine past-year versions of Form 8606 in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:


2019 Form 8606

2019 Form 8606

2018 Form 8606

2017 Form 8606

2017 Form 8606

2017 Form 8606

2016 Form 8606

2016 Form 8606

Nondeductible IRAs 2015 Form 8606

2015 Form 8606

Nondeductible IRAs 2014 Form 8606

2014 Form 8606

Nondeductible IRAs 2013 Form 8606

2013 Form 8606

Nondeductible IRAs 2012 Form 8606

2012 Form 8606

Nondeductible IRAs 2011 Form 8606

2011 Form 8606


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