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For Privacy Act and Paperwork Reduction Act Notice see separate instructions. Cat. No. 63966F 15b 15c Form 8606 2022 Page 2 2022 Conversions From Traditional SEP or SIMPLE IRAs to Roth IRAs If you completed Part I enter the amount from line 8. If married file a separate form for each spouse required to file 2022 Form 8606. See instructions. Fill in Your Address Only if You Are Filing This Form by Itself and Not With Your Tax Return Part I Attachment Sequence No. 48 Home address number and...
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How to fill out form 8606 2022-2023

How to fill out form 8606:
01
Gather all necessary information and documents, such as your IRA contributions and distributions for the tax year.
02
Begin by entering your personal information, including your name, address, and social security number, at the top of the form.
03
Calculate the basis in your traditional, SEP, or SIMPLE IRAs by following the instructions provided on the form.
04
Report any non-deductible contributions made to your IRAs by entering the appropriate amounts in the designated sections.
05
Calculate the taxable portion of any distributions you received from your IRAs during the tax year, if applicable.
06
Complete the remaining sections of the form as instructed, including reporting any conversions or recharacterizations of your IRAs.
07
Double-check all the information you have entered on the form for accuracy and make any necessary corrections.
08
Sign and date the form before submitting it to the IRS along with your tax return.
Who needs form 8606:
01
Individuals who have made non-deductible contributions to their traditional, SEP, or SIMPLE IRAs during the tax year are required to fill out form 8606.
02
Those who have received distributions from their IRAs, including any conversions or recharacterizations, may also need to complete this form.
03
Taxpayers who want to track the basis in their IRAs, which affects the tax treatment of future distributions, should also file form 8606.
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People Also Ask about form 8606
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What tax documents do I need for Roth IRA?
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