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Get your taxes done using TurboTax
This is all helpful information. I do have my year end statements from my broker.
Where my confusion is in my case is that I have 2 separate IRA accounts. One is labeled "Rollover IRA" and one is labeled "Traditional IRA". Are they treated the same for tax purposes? I'm not sure where to add those values in TT. Do I just add both values together and enter them on the TT page that asks for the 2023 year end value of my Traditional IRA?
‎February 27, 2024
7:10 AM