@sg14dDid you choose not rolling over your spouse's IRA to your own IRA for a particular reason? IF my spouse pre-deceases me (he's the one with the basis in hi...
I can see that even in a simple scenario without multiple IRAs and multiple custodians: my spouse's traditional IRA (he only has one). He's rolled over 401K pla...
True. Too bad there isn't something similar for inherited IRA's with a basis. The 1099-R issued for IRAs shows the gross distribution and then has the "taxable ...
Thanks for the clarification about the correct taxable amount being allowed to be entered, but since there is no e-filed Form 8606 for the inherited IRA there w...
@dmertz@sg14d Just to clarify, as far as filing a 8606 for a non-spousal inherited IRA with a basis, I understand that Turbotax won't prepare it, but will allow...