DanaB27
Expert Alumni

After you file

Yes, you will enter the total value on Dec 31, 2024 as show on your end-of the year statement from Janus Traditional. If you have more than one traditional, SEP, or Simple IRA, then you will need to add the values on Dec 31, 2024  together.

 

To confirm, when you received the Form 1099-R for the rollover you entered this into TurboTax, correct?

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