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Level 2
posted Apr 7, 2022 4:58:12 PM

Do I include Inherited IRA amount in Pro Rata Calculation

I'm doing the Pro Rata calculation for a non-deductible IRA contribution I'm backdooring to a  Roth. I have both Traditional and Inherited IRAs. Do I need to include the value of the inherited IRA in the calculation in addition to the Traditional?

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1 Replies
Level 15
Apr 8, 2022 10:45:59 AM

No.  Everything about the inherited IRA is entirely separate from your own IRAs.