- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Form 8606 - Line 6
We're married and file a married joint tax return. Last year, my husband rollover $5K from his Traditional IRA to his Roth IRA account at Navy Federal. We received 1099 R from Navy Federal. I have a rollover Traditional IRA at Vanguard from previous company. Line 6 of form 8606 - "Enter the value of all your traditional, SEP and SIMPLE IRA". Do I enter the value of my husband's traditional IRA account at Navy Federal only or do I need to add the value of my traditional IRA account at Vanguard also even though we only rollover at Navy Federal account? Thanks.
‎April 1, 2024
9:57 PM