Table of Contents
| IF the most recent year prior to 2011 in which you took a Roth IRA distribution1 was... | THEN enter on Form 8606, line 22, this amount... | PLUS the total of all your regular contributions2 to Roth IRAs for... |
| 2010 (you had an amount on your 2010 Form 8606, line 26) |
The excess of your 2010 Form 8606, line 29, over line 26 of that Form 8606. | 2011 |
| 2009 (you had an amount on your 2009 Form 8606, line 19) |
The excess of your 2009 Form 8606, line 22, over line 19 of that Form 8606. | 2010 and 2011 |
| 2008 (you had an amount on your 2008 Form 8606, line 19) |
The excess of your 2008 Form 8606, line 22, over line 19 of that Form 8606. | 2009 through 2011 |
| 2007 (you had an amount on your 2007 Form 8606, line 19) |
The excess of your 2007 Form 8606, line 22, over line 19 of that Form 8606. | 2008 through 2011 |
| 2006 (you had an amount on your 2006 Form 8606, line 19) |
The excess of your 2006 Form 8606, line 22, over line 19 of that Form 8606. | 2007 through 2011 |
| 2005 (you had an amount on your 2005 Form 8606, line 19) |
The excess of your 2005 Form 8606, line 22, over line 19 of that Form 8606. | 2006 through 2011 |
| 2004 (you had an amount on your 2004 Form 8606, line 19) |
The excess of your 2004 Form 8606, line 22, over line 19 of that Form 8606. | 2005 through 2011 |
| 2003 (you had an amount on your 2003 Form 8606, line 19) |
The excess of your 2003 Form 8606, line 20, over line 19 of that Form 8606. | 2004 through 2011 |
| 2002 (you had an amount on your 2002 Form 8606, line 19) |
The excess of your 2002 Form 8606, line 20, over line 19 of that Form 8606. | 2003 through 2011 |
| 2001 (you had an amount on your 2001 Form 8606, line 19) |
The excess of your 2001 Form 8606, line 20, over line 19 of that Form 8606. | 2002 through 2011 |
| 2000 (you had an amount on your 2000 Form 8606, line 17) |
The excess of your 2000 Form 8606, line 18d, over line 17 of that Form 8606. | 2001 through 2011 |
| 1999 (you had an amount on your 1999 Form 8606, line 17) |
The excess of your 1999 Form 8606, line 18d, over line 17 of that Form 8606. | 2000 through 2011 |
| 1998 (you had an amount on your 1998 Form 8606, line 18) |
The excess of your 1998 Form 8606, line 19c, over line 18 of that Form 8606. | 1999 through 2011 |
| Did not take a Roth IRA distribution1 prior to 2011 | $0 | 1998 through 2011 |
| 1. Excluding rollovers, recharacterizations, and contributions that you had returned to you. | ||
| 2. Excluding rollovers, conversions, Roth IRA contributions that were recharacterized, and any contributions that you had returned to you. | ||
| IF the most recent year prior to 2011 in which you had a distribution1 in excess of your basis in contributions was... | THEN enter on Form 8606, line 24, this amount... | PLUS the sum of the amounts on the following lines... | |||
| 2010 (your 2010 Form 8606, line 29, was less than line 26 of that Form 8606) |
The excess, if any, of your 2010 Form 8606, line 31, over line 30 of that Form 8606 (refigure line 30 without taking into account any amount entered on Form 8606, line 27). |
Line 16 of your 2011 Form 8606.3 OR Line 16 of your 2011 Form 8606 3 and Lines 16 and 21 of your 2010 Form 8606 5 if you converted or rolled over amounts to your Roth IRA in 2010 and you did not check the boxes on lines 19 or 24 of your 2010 Form 8606. |
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| 2009 (your 2009 Form 8606, line 22, was less than line 19 of that Form 8606) |
The excess, if any, of your 2009 Form 8606, line 24, over line 23 2 of that Form 8606. | Line 16 of your 2010 and 2011 Forms 8606 3 and line 21 of your 2010 Form 8606 5 | |||
| 2008 (your 2008 Form 8606, line 22, was less than line 19 of that Form 8606) |
The excess, if any, of your 2008 Form 8606, line 24, over line 23 2 of that Form 8606. | Line 16 of your 2009 through 2011 Forms 8606 4 and line 21 of your 2010 Form 8606 5 | |||
| 2007 (your 2007 Form 8606, line 22, was less than line 19 of that Form 8606) |
The excess, if any, of your 2007 Form 8606, line 24, over line 23 2 of that Form 8606. | Line 16 of your 2008 through 2011 Forms 8606 4 and line 21 of your 2010 Form 8606 5 | |||
| 2006 (your 2006 Form 8606, line 22, was less than line 19 of that Form 8606) |
The excess, if any, of your 2006 Form 8606, line 24, over line 23 2 of that Form 8606. | Line 16 of your 2007 through 2011 Forms 8606 4 and line 21 of your 2010 Form 8606 5 | |||
| 2005 (your 2005 Form 8606, line 22, was less than line 19 of that Form 8606) |
The excess, if any, of your 2005 Form 8606, line 24, over line 23 2 of that Form 8606. | Line 16 of your 2006 through 2011 Forms 8606 4 and line 21 of your 2010 Form 8606 5 | |||
| 2004 (your 2004 Form 8606, line 22, was less than line 19 of that Form 8606) |
The excess, if any, of your 2004 Form 8606, line 24, over line 23 2 of that Form 8606. | Line 16 of your 2005 through 2011 Forms 8606 4 and line 21 of your 2010 Form 8606 5 | |||
| 2003 (you had an amount on your 2003 Form 8606, line 21) |
The excess, if any, of your 2003 Form 8606, line 22, over line 21 of that Form 8606. | Line 16 of your 2004 through 2011 Forms 8606 4 and line 21 of your 2010 Form 8606 5 | |||
| 2002 (you had an amount on your 2002 Form 8606, line 21) |
The excess, if any, of your 2002 Form 8606, line 22, over line 21 of that Form 8606. | Line 16 of your 2003 through 2011 Forms 8606 4 and line 21 of your 2010 Form 8606 5 | |||
| 2001 (you had an amount on your 2001 Form 8606, line 21) |
The excess, if any, of your 2001 Form 8606, line 22, over line 21 of that Form 8606. | Line 16 of your 2002 through 2011 Forms 8606 4 and line 21 of your 2010 Form 8606 5 | |||
| 2000 (you had an amount on your 2000 Form 8606, line 19) |
The excess, if any, of your 2000 Form 8606, line 25, over line 19 of that Form 8606. | Line 16 of your 2001 through 2011 Forms 8606 4 and line 21 of your 2010 Form 8606 5 | |||
| 1999 (you had an amount on your 1999 Form 8606, line 19) |
The excess, if any, of your 1999 Form 8606, line 25, over line 19 of that Form 8606. | Line 16 of your 2001 through 2011 Forms 8606,4 line 21 of your 2010 Form 8606,5 and line 14c of your 2000 Form 8606 | |||
| 1998 (you had an amount on your 1998 Form 8606, line 20) |
The excess, if any, of your 1998 Form 8606, line 14c, over line 20 of that Form 8606. | Line 16 of your 2001 through 2011 Forms 8606,4 line 21 of your 2010 Form 8606,5 and line 14c of your 1999 and 2000 Forms 8606 | |||
| Did not have such a distribution in excess of your basis in contributions | The amount from your 2011 Form 8606, line 16 | Line 14c of your 1998, 1999, and 2000 Forms 8606, line 16 of your 2001 through 2010 Forms 8606,4 and line 21 of your 2010 Form 8606 5 | |||
| 1. Excluding rollovers, recharacterizations, and contributions that you had returned to you. | |||||
| 2. Refigure line 23 without taking into account any amount entered on Form 8606, line 20. | |||||
| 3. Also include amounts rolled over from qualified retirement plans to Roth IRAs in 2011 from your Form 1040, line 16a; Form
1040A, line 12a; or Form 1040NR, line 17a. |
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| 4. Also include amounts rolled over from qualified retirement plans to Roth IRAs in 2008, 2009, and 2011 from your Form 1040,
line 16a; Form 1040A, line 12a; or Form 1040NR, line 17a. |
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| 5. Do not include any in-plan Roth rollovers entered on line 21. | |||||
| IF the year you used to figure the amount for line 24 was... | THEN enter on Form 8606, line 28, this amount... | PLUS the sum of the amounts on the following lines... | |||
| 2010 | The excess, if any, of your 2010 Form 8606, line 31, over line 30 of that Form 8606. | -0- | |||
| 2009 | The excess, if any, of your 2009 Form 8606, line 24, over line 23 1 of that Form 8606. | -0- | |||
| 2008 | The excess, if any, of your 2008 Form 8606, line 24, over line 23 1 of that Form 8606. | Line 16 of your 2009 Form 8606 2 | |||
| 2007 | The excess, if any, of your 2007 Form 8606, line 24, over line 23 1 of that Form 8606. | Line 16 of your 2008 and 2009 Forms 8606 3 | |||
| 2006 | The excess, if any, of your 2006 Form 8606, line 24, over line 23 1 of that Form 8606. | Line 16 of your 2007 through 2009 Forms 8606 3 | |||
| 2005 | The excess, if any, of your 2005 Form 8606, line 24, over line 23 1 of that Form 8606. | Line 16 of your 2006 through 2009 Forms 8606 3 | |||
| 2004 | The excess, if any, of your 2004 Form 8606, line 24, over line 23 1 of that Form 8606. | Line 16 of your 2005 through 2009 Forms 8606 3 | |||
| 2003 | The excess, if any, of your 2003 Form 8606, line 22, over line 21 of that Form 8606. | Line 16 of your 2004 through 2009 Forms 8606 3 | |||
| 2002 | The excess, if any, of your 2002 Form 8606, line 22, over line 21 of that Form 8606. | Line 16 of your 2003 through 2009 Forms 8606 3 | |||
| 2001 | The excess, if any, of your 2001 Form 8606, line 22, over line 21 of that Form 8606. | Line 16 of your 2002 through 2009 Forms 8606 3 | |||
| 2000 | The excess, if any, of your 2000 Form 8606, line 25, over line 19 of that Form 8606. | Line 16 of your 2001 through 2009 Forms 8606 3 | |||
| 1999 | The excess, if any, of your 1999 Form 8606, line 25, over line 19 of that Form 8606. | Line 14c of your 2000 Form 8606 and line 16 of your 2001 through 2009 Forms 8606 3 | |||
| 1998 | The excess, if any, of your 1998 Form 8606, line 14c, over line 20 of that Form 8606. | Line 14c of your 1999 and 2000 Forms 8606 and line 16 of your 2001 through 2009 Forms 8606 3 | |||
| Did not have such a distribution in excess of your basis in contributions | -0- | Line 14c of your 1998, 1999, and 2000 Forms 8606 and line 16 of your 2001 through 2009 Forms 8606 3 | |||
| 1. Refigure line 23 without taking into account any amount entered on Form 8606, line 20. | |||||
| 2. Also include amounts rolled over from qualified retirement plans to Roth IRAs in 2009 from your Form 1040, line 16a; Form 1040A, line 12a; or Form 1040NR, line 17a. | |||||
| 3. Also include amounts rolled over from qualified retirement plans to Roth IRAs in 2008 and 2009 from your Form 1040, line 16a; Form 1040A, line 12a; or Form 1040NR, line 17a. | |||||
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