706 - Spidell

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This topic contains 2 replies, has 3 voices, and was last updated by Larry Pon 2 months, 2 weeks ago.

  • Author
    Posts
  • #165074
    Anonymous

    Are IRA’s included and reported as assets on 706?

  • #165111
    Lynn Freer
    Participant

    yes they are

  • #165231
    Larry Pon
    Participant

    IRAs are reported on Schedule I – Annuities.  Take a look at Page 30 of the 706 Instructions.