Recommended by IRS

About Form 8606, Nondeductible IRAs

Information about Form 8606, Nondeductible IRAs, including recent updates, related forms and instructions on how to file. Form 8606 is used by taxypayers to report nondeductible contributions to their traditional IRA(s), distributions from certain IRAs where their basis was more than zero, distributions from Roth IRAs, and amounts converted.

About Form 8606, Nondeductible IRAs

Information about Form 8606, Nondeductible IRAs, including recent updates, related forms, and instructions on how to file. Form 8606 is used to report certain contributions and distributions to/from specific types of IRAs.
General Information
Individuals

Form 8606, Nondeductible IRAs

Use Form 8606, Nondeductible IRAs, to report nondeductible contributions you made to traditional IRAs, distributions from traditional, SEP, or SIMPLE IRAs, if you have a basis in these IRAs, conversions from traditional, SEP, or SIMPLE IRAs to Roth IRAs, and distributions from Roth IRAs.
Forms and Instructions

Instructions for Form 8606, Nondeductible IRAs

Use Form 8606, Nondeductible IRAs, to report nondeductible contributions you made to traditional IRAs, distributions from traditional, SEP, or SIMPLE IRAs, if you have a basis in these IRAs, conversions from traditional, SEP, or SIMPLE IRAs to Roth IRAs, and distributions from Roth IRAs.
Forms and Instructions

Retirement plans FAQs regarding IRAs

Get general information about IRAs, including contributions, distributions and loans. Have other questions? Contact Employee Plans Customer Account Services.
General Information
Administrators

Topic no. 451, Individual retirement arrangements (IRAs)

An individual retirement arrangement (IRA) is a tax-favored personal savings arrangement, which allows you to set aside money for retirement. There are several different types of IRAs, including traditional IRAs and Roth IRAs. You can set up an IRA with a bank, insurance company, or other financial institution.
Tax Topics

Individual retirement arrangements - Additional resources

Individual Retirement Arrangements - Additional Resources
General Information
Administrators

Retirement plans FAQs regarding IRAs distributions (withdrawals)

Get answers to common questions about withdrawals or distributions from your IRA retirement plan.
General Information
Administrators

Seniors can reduce their tax burden by donating to charity through their IRA

Tax Tip 2022-171, November 8, 2022 — In most cases, distributions from a traditional Individual Retirement Account are taxable in the year the account owner receives them but there are some exceptions. A qualified charitable distribution is one of the few exceptions.
General Information
Individuals, Tax Professionals

Miscellaneous provisions — Combat zone service

Miscellaneous provisions related to combat zone service
News

Free File Fillable Forms: Program limitations and available forms

Review a list of current tax year Free File Fillable Forms and their limitations.
General Information
Individuals