Thank you for your reply. Version is Home & Business, desktop.
The 8606 Line 6 links to the IRA Info worksheet in the FORMS VIEW. I step in and out of VIEW, from Interview to Forms and back again.
I haven't seen ANY interview question for entering the total year end IRA value in the interview. Just IRA contributions and support for that contribution. A path where you see that question would be helpful.
- If I manually enter the IRA Info worksheet , Part IV, line 18 value, the $6k contribution is prorated.
- If line 18 as above is never entered, or the manual entry is deleted, the topic doesn't come up in the interview. If the value on that line is missing, no error is generated.
- I originally entered it manually as an experiment, and went looking for the interview reference, because no other previous year's return has ever requested this information.
Providing this information here makes sense, and lines up with what I would expect from the IRS. That the interview does not address it (knowing that there is a distribution) drove me to opening this discussion.
The change is a $400 impact, which I of course would like to avoid! That said, I want to do this correctly.
Your explanation lines up with what I would expect, but this version of TurboTax doesn't handle it clearly, nor do the HELP? explanations clarify proper treatment.
