JWM2021
Returning Member

Retirement tax questions

Thanks for the response. 

This still makes no sense to make me go look up all my year-end account balances.  If this is just "how the software works", it is, at best, terribly ill-designed.

 

The question directly prior to the request for the total of all the IRA balances is

"Let us know if <user> made and kept track of any nondeductible contributions to <user's> traditional IRA from 2023 or prior years."

I answered "No, <user> did not make and track..."; and then they ask for balances.

 

This would be the equivalent of saying "no" to "Do you have any dependents?"  Then being asked "Please list all your children's full names, date of birth, social security numbers, and how much financial support you gave each during the tax year."  It's not only a useless waste of time, it's worrisome.  

 

Again, I appreciate your response, but dealing with software so poorly thought out on something as important as tax filing certainly gives me pause.  Next year I may have to look for something else.  Thanks.