@JWM2021 wrote:
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 can also relate the fact that in the past, if you cashed out of an IRA with less than you put in, sometimes that was a miscellaneous itemized deduction. Even though that deduction was removed for 2018-2025, Turbotax left the question in, possible in case the deduction comes back in 2026. It's hard to know for sure, we don't have contact with the developers. Just answer or make your best guess, it won't affect your taxes.
