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Re: How to fill up form 8606 with two IRA accounts?

Thank you very much@DanaB27!Okay, and when TurboTax asks for "all IRA" accounts, that value would be the "$1700" only (or whatever that value was on Dec 31). Th...

Novahut

1

Updated Feb 09, 2025
Re: How to fill up form 8606 with two IRA accounts?

Thank you both for replying!@fanfare, there was no previous 8606 forms because there was no prior non-deductible contributions.@DanaB27, yes this is for 2023. J...

Novahut

4

Updated Feb 09, 2025
Re: Prorata rule for IRA and IRRA over multiple years

@KeshaHThank you very much for the detailed answer!Yes, it makes a lot of sense like you said to "rollover the entire account balance for 2025." This actually i...

Novahut

1

Updated Jan 29, 2025

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Date Registered	‎January 28, 2025 11:30 AM
Date Last Visited	‎February 11, 2025 9:13 PM
Total Messages Posted	7

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