where do I enter total investment balances at the end of 2025

johnfeaver · ‎February 3, 2026

I was prompted for this value once, but didn't have all the balances. Now I can't find where to enter this value

KrisD15 · ‎February 4, 2026

When you run a review, if this number is needed, the program should flag it and again ask for that number.

It could be needed if you are reporting a sale of an asset, stocks, or reporting a business loss.

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johnfeaver · ‎February 6, 2026

Okay, after some more digging I figured it out. It is part of the NJ tax filing process to ask for total of IRAs at EOY (tax year). TurboTax creates a form called "Pensions, ... Wks" in the NJ section which records withdrawals for the tax year. It also SHOULD copy the value from the previous tax year, but this year (2025) it failed to do that, so I had to find that worksheet in my 2024 filing and hand-copy it across.