"Tell Us the Value of Your Traditional IRA": Does it include the Annuity value that used IRA money to purchase? Does it include 401K rollover IRA?

[ttcustomers]

"Tell Us the Value of Your Traditional IRA": Does it include the Annuity value that used IRA money to purchase? Does it include 401K rollover IRA?

[DDollar · Accepted solution]

 Yes, it would include the value of an annuity that was purchased with traditional (non-Roth) IRA funds.  It would also include a 401(k) rollover, unless the rollover was done to a  ROTH IRA and tax paid.