kcorkery
New Member

Retirement tax questions

I am aware that these monies must be held separately.  The question is specifically about line 18 of the IRA Information Worksheet where the "combined value" of all traditional IRAs (including SEP and SIMPLE) is requested.  This implies the exclusion, rightfully so, of Roth accounts.  I would assume that the distinction is Roth vs non-Roth, i.e. post vs pre taxed accounts.  An inherited IRA can fall either way but given its somewhat unique circumstance I thought there may be some special handling required.