Form 8606 (2009) Page 2
Summary: This is an example of Form 8606 (2009), page 2, as pertains to the text. The line items completed are:
- Under
Part II: 2009 Conversions From Traditional, SEP, or SIMPLE IRAs to Roth IRAs
: -
16. If you completed Part I, enter the amount from line 8. Otherwise, enter the net amount you converted from traditional, SEP, or SIMPLE IRAs to Roth IRAs in 2009. Do not include amounts you later recharacterized back to traditional, SEP, or SIMPLE IRAs in 2009 or 2010 (see page 7 of the instructions)
field contains 5,000 -
17. If you completed Part I, enter the amount from line 11. Otherwise, enter your basis in the amount on line 16 (see page 7 of the instructions)
field contains 460 -
18. Taxable amount. Subtract line 17 from line 16. Also include this amount on Form 1040, line 15b; Form 1040A, line 11b; or Form 1040NR, line 16b
field contains 4,540
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