pcondit
New Member

Should line 4 on the Taxable IRA Distribution Worksheet include the end of year amounts from both my Traditional IRA and my Rollover IRA accounts?

The reason for the question is that Turbotax for line 4 on the worksheet says to "Enter the value of all your traditional IRA(s) ..." My Rollover IRA account was created when I left a company and my 401K was "rolled over" to this account. I have put in my Traditional IRA value and it calculates a different Line 13c Taxable portion value than if I enter both the Traditional account value and the Rollover account value.