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Retirement tax questions
No, an inherited Roth IRA needs to be handled separately form your own Roth IRA and depends if you are the spouse or someone else. Don't add he balances together.
TurboTax asks about your Roth balance as a curtesy, it is not needed for your tax return.
HERE is a TurboTax link with more information.
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March 13, 2025
6:27 PM