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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 Reply
dmertz
Level 15

Do I include Inherited IRA amount in Pro Rata Calculation

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

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