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jjbook0242
Level 2
December 7, 2019
Solved

Do I include a taxable traditional IRA, that was rolled over from a company retirement, on the IRA information worksheet, line 18 for the combined value of all IRAs?

  • December 7, 2019
  • 2 replies
  • 7 views
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Best answer by Ernie

Is it taxable?  Was it rolled over?  Where on the IRA information worksheet are you looking to put that information?

Are you creating basis?

2 replies

Ernie
ErnieAnswer
Level 7
December 7, 2019

Is it taxable?  Was it rolled over?  Where on the IRA information worksheet are you looking to put that information?

Are you creating basis?

sjrcpa
sjrcpa
Level 15
December 7, 2019
If you are using Form 8606 to calculate the taxable part of an IRA distribution when there is IRA basis, Yes.
The more I know the more I don’t know.
qbteachmt
qbteachmt
Level 15
December 7, 2019

It's not an additional amount, though. Just get the year end statements for the accounts. Either that amount is already in there, or it wasn't in there at year end.

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