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Retirement tax questions
@dmertz So now I am really confused, as I have two different answers. I have a 2022 Form 5498 from my investment company. From what I've read on the IRS website, this form has been submitted to the IRS. I am working in the section of TurboTax that asks about Form 5498. My husband and I are new to retirement/IRA's/contributions/etc. so I am not sure what to do here. TurboTax is asking "Tell us the value of your traditional IRA". I have the Form 5498 and I have our 12/31/2022 Year-end Investment Report. The YE Investment Report wording is different from the wording on the Form 5498. The Form 5498 has a line titled "Rollover Contributions" and a line titled "Fair Market Value". The $$$ are significantly different............
‎April 9, 2023
3:27 PM