Yes, that's correct and consistent with the 8606 Instructions. Only non Roth IRA accounts are entered on the 8606, except for Roth distributions in Part III.If someone has no traditional/SEP/SIMPLE IRA but has foreign IRA "equivalents" such as RRSP in Canada and PER in France, does pro-rata rule apply? All the AI tools that I have asked said no, and that pro-rata rule only applies to traditional, SEP and SIMPLE IRA. Is this true? Thanks.
Statistics: Posted by Alan S. — Mon Sep 01, 2025 9:52 am — Replies 2 — Views 59