johnginger
Returning Member

Deductions & credits

My wife past away and I did a trustee to trustee transfer to treat as my own IRA account this year.  No RMD was needed.  What do I do on my form 8606 cost basis in regards to my inherited spouse IRA non-deductible contributions.  Can I transfer them this year (year she past away) or do I wait till next year?  I filled out an 8606 for her since she made contributions in 2019 before passing away.