Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

Should Line 6 of Form 8606, (FMV or ALL IRA's) include Rollover IRA's? I know traditions, SEP and SIMPLE are included. The rollover value is $500k+ so it's relevant.

kharbourcpa
Level 2

The instructions & Pub don't specify if the value of a rollover IRA account should be included in line 6, although it says "all" traditional IRA's.

0 Cheers

This discussion has been locked. No new contributions can be made. You may start a new discussion here

1 Best Answer

Accepted Solutions
rbynaker
Level 13

All IRAs really does mean all IRAs.  Except Inherited IRAs still titled in the name of the deceased with the taxpayer listed as beneficiary.

View solution in original post

0 Cheers
1 Comment 1
rbynaker
Level 13

All IRAs really does mean all IRAs.  Except Inherited IRAs still titled in the name of the deceased with the taxpayer listed as beneficiary.

0 Cheers