JosephF8
Expert Alumni

Retirement tax questions

You need to use Form 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.
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