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Retirement tax questions
Thank you for the comment. TurboTax is asking for the values of traditional IRA, SEP, and SIMPLE IRA accounts.
"Enter any outstanding 2024 rollovers and recharacterizations that were not completed until 2025."
Now, I'm not sure why this question is being asked given that Form 5498 is an informational form only ?!
March 24, 2025
2:22 PM