Dad had both an annuity and an IRA with one company, and an IRA with the other. It was the annuity that was partially taxable, and both IRAs, both rolled over to the inherited IRA, were fully taxable. We were only issued a 1099-R for the annuity, which I mistook as one of the IRAs, and of course for the RMD on the inherited IRA. <DING> Got it. All is well, and you have no need for the 8606 with respect to the inherited IRA.PhilRule Your Retirement Home Fool
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