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Retirement tax questions
misleading prompt by Turbotax - presumably this is for 1099-R / Form 8606 - use your year-end statements per IRS Form 8606 line 6 instructions:
https://www.irs.gov/pub/irs-pdf/i8606.pdf
Enter the total value of all your traditional IRAs as of
December 31, 2025, plus any outstanding rollovers. A
statement should be sent to you by January 31, 2026,
showing the value of each IRA on December 31, 2025.
‎February 14, 2026
1:28 PM