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If I withdraw contributions to my Roth - contributions only! - are there any tax forms to fill out? I saw in another place that there's a tax form (8606?) for Roth withdrawals, but I'm wondering if that's only for earnings or conversion withdrawals since there aren't any taxes or penalties associated with purely withdrawing contributions. ???
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<< If I withdraw contributions to my Roth - contributions only! - are there any tax forms to fill out? I saw in another place that there's a tax form (8606?) for Roth withdrawals, but I'm wondering if that's only for earnings or conversion withdrawals since there aren't any taxes or penalties associated with purely withdrawing contributions. ??? >>

You will need to do the 8606. That's how you show that the distribution, which will be reported to IRS, was nontaxable.

Phil Marti
Tax Preparer
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