- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
I see this response from a year ago for TT 2023. I'm trying to enter the end of year value of my spouse's trad IRAs and I don't get the same Q&A boxes asking for basis and value of IRAs, did something change between TT 2023 and TT 2024?
Solved: After going back and revisiting the 1099-R inputs and exploring the path "that some or all was converted to a ROTH" and then selected "didn't convert any of the money" ......... this must have re-trigger TT to ask the above questions about basis and value of IRAs on 12/31/2024. All is well.
‎April 5, 2025
12:37 PM