Hi,
Thanks very much for your answers.
I think I know what the problem is.
in 2013, we did a conversion from a Defined Benefit Plan Account to a traditional IRA.
However, I didn't do anything in the TurboTax IRA Worksheet, so it didn't/doesn't know
that the amount that is in the IRA is actually different from what it thinks it is.
So, now, if it were even possible, would the correct thing be to go back the the 2014
TurboTax and do something in the IRA Information Worksheet to reflect this conversion
and the increase in the IRA value?
The only thing is, I don't see any line items that really addresses this. There is Line 14
Rollover of nontaxable portion of a qualified retirement plan, but this isn't non-taxable.
And there are lines 18 and 19
18 Enter the combined value of all traditional IRAs
(including SEP and SIMPLE IRAs) on 12/31/2022 (See Help)
19 If any amounts were recharacterized either to or from any
traditional IRA, enter the net amounts recharacterized after
12/31/2022. (I was looking at the 2022 TurboTax worksheet).
So, filling out these lines would be relevant?
Or, just leave the whole thing alone and not worry about it?
(
