dmertz
Level 15

Retirement tax questions

The year end value of your traditional IRAs is a value that you must enter, not a value calculated by TurboTax.  Find the year-end balances by looking at the year-end statement for each of your traditional IRAs and add them up.

To reach the section in TurboTax where TurboTax ask you to enter this value, click the Continue button on the Your 1099-R Entries page or step through the Traditional and Roth IRA Contribution section.

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