@DanaB27 , I'm sorry I missed your message. Yes, at the end of entering our 1099-R's, Turbo tax asks:
Tell us the value of your (both mine and spouse) traditional IRA
Enter the total value of your traditional IRA, SEP, and SIMPLE IRA accounts on December 31, 2024.
This information is sent by mail on form 5498. Do not include ROTH IRA's.
I think this question applies to our traditional IRAs' year end balance, not our 401/403's through work, correct?
The only withdrawals we had were ROTH conversions, and a total distribution from an inherited IRA, but we did conversions in prior years as well. We did not have nondeductible contributions. I don't recall going through this turmoil last year, hope I didn't miss something.
Thanks for taking the time to reply, I appreciate your help!
