dmertz
Level 15

Retirement tax questions

When asked for your year-end balance include only your own IRAs, not your wife's.  Include all traditional IRAs including SEP, SIMPLE and rollover traditional IRAs.  Do not include Roth IRAs or any other account that are not a type of traditional IRA.

If TurboTax needs to know your wife's total year-end balance in traditional IRAs, TurboTax will separately ask for that.

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