munda
Returning Member

8606 calculation help. In regards to deceased husbands RMD/Trad IRA, which is now treated as Wife's Trad IRA. Husband passed b4 RMD, wife took his and hers by end 2016.

Wife received 1099-R, showing total of both RMD's.

2015 Return Cost Basis:

8606-T Husband- $7000

8606-S Wife- $4000

2016 8606-S form is using the $4000 as basis. Should it not use the total of both husband and wife?

Wife did not choose option for, if the 1099-R was inherited. Is this correct or no?

How to show Husbands RMD was met? Or is just saying yes it was, enough?