How Beneficiaries Can Determine IRA Basis Reviewed by Momizat on . Tracking IRA basis is critical for avoiding double taxation of assets, but this can be especially difficult for those who inherit retirement accounts. Reviewing Tracking IRA basis is critical for avoiding double taxation of assets, but this can be especially difficult for those who inherit retirement accounts. Reviewing Rating: 0
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How Beneficiaries Can Determine IRA Basis

Tracking IRA basis is critical for avoiding double taxation of assets, but this can be especially difficult for those who inherit retirement accounts. Reviewing the decedent’s Form 8606 is an important first step, and other tax forms can also provide valuable information if this form cannot be found.

To read the full article in Kiplinger, click: How Beneficiaries Can Determine IRA Basis.

The National Association of Certified Valuators and Analysts (NACVA) supports the users of business and intangible asset valuation services and financial forensic services, including damages determinations of all kinds and fraud detection and prevention, by training and certifying financial professionals in these disciplines.

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