https://ttlc.intuit.com/community/retirement/discussion/when-adding-up-the-value-of-my-ira-s-do-i-need-to-include-inherited-ira-s-as-well/01/2835567#M184791 Mon, 23 Feb 2026 10:06:35 GMT hopseattle42 2026-02-23T10:06:35Z https://ttlc.intuit.com/community/retirement/discussion/when-adding-up-the-value-of-my-ira-s-do-i-need-to-include-inherited-ira-s-as-well/01/2835567#M184791 Mon, 23 Feb 2026 10:06:35 GMT https://ttlc.intuit.com/community/retirement/discussion/when-adding-up-the-value-of-my-ira-s-do-i-need-to-include-inherited-ira-s-as-well/01/2835567#M184791 hopseattle42 2026-02-23T10:06:35Z https://ttlc.intuit.com/community/retirement/discussion/re-when-adding-up-the-value-of-my-ira-s-do-i-need-to-include-inherited-ira-s-as-well/01/2835616#M184793 <P>It depends. &nbsp;To clarify, are you trying to determine what amount to record on your 8606?</P> Thu, 26 Jan 2023 20:22:50 GMT https://ttlc.intuit.com/community/retirement/discussion/re-when-adding-up-the-value-of-my-ira-s-do-i-need-to-include-inherited-ira-s-as-well/01/2835616#M184793 DaveF1006 2023-01-26T20:22:50Z https://ttlc.intuit.com/community/retirement/discussion/re-when-adding-up-the-value-of-my-ira-s-do-i-need-to-include-inherited-ira-s-as-well/01/2836190#M184840 <P>You are <U>not</U> to include the value of inherited/beneficiary IRAs.&nbsp; When preparing your income tax return, under no circumstance are you ever to combine the value of inherited/beneficiary IRAs with your own.</P> Thu, 26 Jan 2023 23:05:53 GMT https://ttlc.intuit.com/community/retirement/discussion/re-when-adding-up-the-value-of-my-ira-s-do-i-need-to-include-inherited-ira-s-as-well/01/2836190#M184840 dmertz 2023-01-26T23:05:53Z