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When adding up the value of my IRA's do I need to include inherited IRA's as well?

 
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2 Replies
DaveF1006
Expert Alumni

When adding up the value of my IRA's do I need to include inherited IRA's as well?

It depends.  To clarify, are you trying to determine what amount to record on your 8606?

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dmertz
Level 15

When adding up the value of my IRA's do I need to include inherited IRA's as well?

You are not to include the value of inherited/beneficiary IRAs.  When preparing your income tax return, under no circumstance are you ever to combine the value of inherited/beneficiary IRAs with your own.

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