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posted Jun 3, 2019 1:02:39 PM

For Form 8606, line 6, do I include the value of Rollover IRAs and 401(k)s when determining the value of all traditional IRAs?

I'm still employed at the company where I have the 401K.

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Level 15
Jun 3, 2019 1:02:40 PM

Rollover IRAs yes, 401(k)s no.  Only the total year end balance in traditional IRAs is to be included on Form 8606 line 6 (including SEP, SIMPLE and rollover IRAs).  A 401(k) is not an IRA.

1 Replies
Level 15
Jun 3, 2019 1:02:40 PM

Rollover IRAs yes, 401(k)s no.  Only the total year end balance in traditional IRAs is to be included on Form 8606 line 6 (including SEP, SIMPLE and rollover IRAs).  A 401(k) is not an IRA.