Retirement tax questions

this is required by IRS for Form 8606 where this pro rata calculation occurs to determine how much of your conversion is taxable - see Line 6.

 

https://www.irs.gov/pub/irs-pdf/i8606.pdf

 

Turbotax will suggest you need 5498s which don't generally come until May but per IRS instructions you should use your 12/31 brokerage statements.