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April 8, 2024
Question

NJ Return: 12/31 Value of all IRAs

  • April 8, 2024
  • 1 reply
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For the 12/31 value of all IRAs, which IRAs are included?  I have T-IRA, R-IRA, and Inherited IRA (I'm taking RMDs on the Inherited IRA).

    1 reply

    fanfare
    Employee
    April 8, 2024

    include your own IRAs. Do not include your Roth IRAs.

    Inherited IRAs must be treated sepately from your IRAs and other inherited IRAs. their value is therefor  not part of the value of your own IRAs.

    @AV8025