topic &quot;Tell Us the Value of Your Traditional IRA&quot;: Does it include the Annuity value that used IRA money to purchase? Does it include 401K rollover IRA? in Retirement tax questions https://ttlc.intuit.com/community/retirement/discussion/tell-us-the-value-of-your-traditional-ira-does-it-include-the-annuity-value-that-used-ira-money-to/01/440489#M40331 <P>"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?<BR /></P> Tue, 04 Jun 2019 22:19:56 GMT ttcustomers 2019-06-04T22:19:56Z "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? https://ttlc.intuit.com/community/retirement/discussion/tell-us-the-value-of-your-traditional-ira-does-it-include-the-annuity-value-that-used-ira-money-to/01/440489#M40331 <P>"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?<BR /></P> Tue, 04 Jun 2019 22:19:56 GMT https://ttlc.intuit.com/community/retirement/discussion/tell-us-the-value-of-your-traditional-ira-does-it-include-the-annuity-value-that-used-ira-money-to/01/440489#M40331 ttcustomers 2019-06-04T22:19:56Z Yes, it would include the value of an annuity that was pu... https://ttlc.intuit.com/community/retirement/discussion/yes-it-would-include-the-value-of-an-annuity-that-was-pu/01/440494#M40333 <P>&nbsp;Yes, it would include the value of an annuity that was purchased with traditional (non-Roth) IRA funds.&nbsp; It would also include a 401(k) rollover, unless the rollover was done to a&nbsp; ROTH IRA and tax paid.<BR /></P> Tue, 04 Jun 2019 22:19:58 GMT https://ttlc.intuit.com/community/retirement/discussion/yes-it-would-include-the-value-of-an-annuity-that-was-pu/01/440494#M40333 DDollar 2019-06-04T22:19:58Z