Existing beneficiary IRAs excluded? Submitted by Joe Messina on Fri, 2023-11-17 21:12Are existing beneficiary IRAs excluded from the pro rata rules when doing a backdoor Roth contribution?Flag as spam
Permalink 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.
Permalink Submitted by Joe Messina on Wed, 2023-11-22 16:38
Thank you.