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Retirement tax questions
do you have a basis in IRAs?
enter the value of your IRA(s) along with your basis in IRAs Form 8606-T
enter the value of your spouse's IRA(s), along with the basis in her IRAs. Form 8606-S
The value of other tax-favored accounts don't go into this calculation.
‎February 21, 2025
2:52 PM