Form 8606 - Line 6

YM23 — Wed, 11 Feb 2026 09:25:02 GMT

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.

Re: Form 8606 - Line 6

DanaB27 — Tue, 02 Apr 2024 10:52:29 GMT

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

Re: Form 8606 - Line 6

YM23 — Wed, 03 Apr 2024 00:39:47 GMT

Thank you for your help.

topic Form 8606 - Line 6 in Retirement tax questions

Form 8606 - Line 6

Re: Form 8606 - Line 6

Re: Form 8606 - Line 6