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IRA Valuation - Turbo Tax Asks for Mine, Not my Wife's
Both my wife and I took IRA distributions in 2021.
Mine, a single lump sum partial distribution converted to Roth.
Her's, two small RMD's from inherited IRA's.
We both received appropriate 1099R's. Her's though, are "HER NAME," FBO "Decedent's Name" IRA.
We are both over 65
Both have substantial remaining traditional IRA accounts.
TurboTax asking only for my EOY IRA valuation.
March 12, 2022
10:52 AM