Existing beneficiary IRAs excluded?

Submitted by Joe Messina on Fri, 2023-11-17 21:12

Are existing beneficiary IRAs excluded from the pro rata rules when doing a backdoor Roth contribution?



Submitted by Alan - IRA critic on Fri, 2023-11-17 22:24

Yes, they are not included in the total value reported on line 6 of Form 8606.



Submitted by Joe Messina on Wed, 2023-11-22 16:38

Thank you.



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