turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

YM23
Level 2

Form 8606 - Line 6

We're married and file a married joint tax return. Last year, my husband rollover $5K from his Traditional IRA to his Roth IRA account at Navy Federal. We received 1099 R from Navy Federal.  I have a rollover Traditional IRA at Vanguard from previous company. Line 6 of form 8606 - "Enter the value of  all your traditional, SEP and SIMPLE IRA". Do I enter the value of my husband's traditional IRA account at Navy Federal only or do I need to add the value of my traditional IRA account at Vanguard also even though we only rollover at Navy Federal account? Thanks.
Connect with an expert
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

2 Replies
DanaB27
Expert Alumni

Form 8606 - Line 6

You will enter the value of all of his traditional, SEP and SIMPLE IRAs, you do not include your account.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
YM23
Level 2

Form 8606 - Line 6

Thank you for your help.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies