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Level 2
March 29, 2026
Question

more on the Same Year End IRA value to determine 8606 percentage - I assume I do NOT include my inherited IR, but what a bout my IRA annuity which is already being tapped for a monthly distribution?

  • March 29, 2026
  • 1 reply
  • 35 views
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    1 reply

    fanfare
    Level 15
    March 29, 2026

    If the IRA/SEP/IMPLE box is ticked on that one's 1099-R, it is included.

    @rbessey2 

    Do you have a statement showing  year-end value ?