This is information used to update/create form 8606 in your return. The IRS states you must use 8606 to report:
- Nondeductible contributions you made to traditional IRAs.
- Distributions from traditional, SEP, or SIMPLE IRAs, if you have ever made nondeductible contributions to traditional IRAs.
- Conversions from traditional, SEP, or SIMPLE IRAs to Roth IRAs.
- Distributions from Roth IRAs.
In this case, you would not include distributions from plans such as 401K or 403B plans so leave the 403B information out of the return but include any SEP information.
About Form 8606
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