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Level 1
posted Apr 7, 2024 8:40:09 PM

NJ Return: 12/31 Value of all IRAs

For the 12/31 value of all IRAs, which IRAs are included?  I have T-IRA, R-IRA, and Inherited IRA (I'm taking RMDs on the Inherited IRA).

0 1 486
1 Replies
Level 15
Apr 8, 2024 12:27:34 AM

include your own IRAs. Do not include your Roth IRAs.

Inherited IRAs must be treated sepately from your IRAs and other inherited IRAs. their value is therefor  not part of the value of your own IRAs.

@AV8025