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Non-deductible IRA Form 8606: Inheritance
In 2019 I inherited a Traditional IRA with non-deductible contributions which show on the Form 8606. I am electing to treat the inherited IRA as my own. I am filing married-joint with my deceased husband. Do I add the values from his 8606 to the values on my 8606 for year end 2019 or do I wait to 2020 when I file single-widow to move the values to my 8606?
‎February 3, 2020
6:09 AM