JulieS
Expert Alumni

Retirement tax questions

Yes, when they say Traditional IRA that refers to all pretax funded IRAs, whether they are rolled over or still in the original account.

 

When it asks for the value on December 31, 2023, that's exactly what it means. take the value of all traditional IRA on December 31, 2023, add them together and enter that total. 

 

Outstanding rollovers are ones that are planned to occur soon, or are in process, so yes, that is $0. 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post