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Author: arnoldk Two stars, 250 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 121061  
Subject: Roth Contributions Withdrawal Date: 1/12/2000 8:58 AM
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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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Author: pmarti Big funky green star, 20000 posts Home Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: 24894 of 121061
Subject: Re: Roth Contributions Withdrawal Date: 1/12/2000 12:22 PM
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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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