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Retirement tax questions
You said, "TT is asking for the 2022 year-end value of IRAs, but this has no bearing on our taxes." Since we in the Community cannot see your private tax data, we would have no way to know if it had "no bearing on your taxes" or not.
So Dana very reasonably gave you two situations in which TurboTax might ask you for the value of the IRA accounts.
You said, "TT is asking for the 2022 year-end value of IRAs". Will you tell us where this request appeared in the TurboTax interview? Did it appear in the Federal Review? Did it appear in the 1099-R interview?
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‎April 3, 2023
2:34 PM