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Get your taxes done using TurboTax
ok good to hear - suggest to also check Form 8606 that everything flowed thru correctly and this form does the tax calculation, in particular if you had a basis in the IRA then not all of the conversion is taxable. There is a place there for your year-end IRA balances for that calculation if you have a basis, which could also be why it's asking for 5498s but agree the 5498 is not needed to file, as you know your contributions and your IRA statement(s) should provide year-end balances if required.
‎February 19, 2025
10:01 AM
2,092 Views