kirkey
Returning Member

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.