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After you file
Correct, you do not include the value of your 401/403's through work. You only include the value of your traditional IRA. Don't include the inherited IRA, if this had a basis you need to fill out a separate Form 8606 outside of TurboTax. Please verify that you indicated in the follow-up questions, after entering the Form 1099-R for the inherited IRA, that you inherited this IRA.
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‎April 8, 2025
5:47 AM