Do I have to file a form with the IRS just because I received distributions from a Roth IRA?
Yes. In general, File Form 8606 if you received distributions from
a Roth IRA.
Use Form 8606, Nondeductible IRAs, 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,
- Distributions from Roth IRAs, and
- Conversions from traditional, SEP, or SIMPLE IRAs to Roth IRAs.
Please contact one of our Roth IRA Experts at 800-472-0646 for more information.
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