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Retirement tax questions
If you are overriding 4b to include the inherited taxable amount you also have to add the taxable amount of distribution (all) from your IRA.
Otherwise, you did not enter the form correctly.
For an inherited IRA, the names on 8606 should be "<owner> and <your name> BENE" or Beneficiary if it fits, and your SSN.
March 24, 2025
3:26 PM