@dmertz , Hello!
Many thanks for your detailed response to my questions!
Thank you for the clarification - Dad made no deductible contributions in 2024, so I used his amount from Line 14 of his 2023 F8606.
Ahhh, yep, thank you - I did mess up and added in her inherited IRA in the value of all IRAs.
Ok, I will be on the lookout next year to see if my Mom moved over from the Spouse column to Taxpayer on any/all forms/worksheets, etc.
I cannot thank you enough for all of your expertise, knowledge, and patience in assisting me through this most frustrating time. Definitely the most stressful thing I’ve had to do since my Dad’s passing several months ago.
Whether you hear it often or never, I want you to know that you are appreciated by me! Thank you for everything.
