This year we did a Roth conversion for my wife. When entering the information I received a couple of questions that puzzled me.
Firstly, when entering the information it continually references MY name as the IRA holder and I cannot find how to enter the conversion info for my wife's IRA. Is this because I am the primary tax filer?
Secondly, the software asks for the total value of all my traditional IRA's, excluding the Roth.
- Why is this relevant when other IRA's are not being touched?
- Is this just for the accounts in the name of the person doing the conversion, or husband and wife combined?
Thanks for any help you can offer.
