Get your taxes done using TurboTax

One more question.  I had already moved the 401k from my former employer to an IRA Edward Jones.  I did it in Tax Year 2025.  The distribution came from Edward Jones IRA.  Does that change anything?  I understand the earnings will be covered in Tax Year 2025.  Do I still follow the steps you provided?  Sorry with so many questions as I don't speak financial terms 🙂