retirement funds' value at end of year

kimarc · ‎February 14, 2023

Turbo-Tax is asking for the end-of-year value of all IRA's, SEP's, and SIMPLE's. Should I also include the value of any 401-k's in this amount?

DavidD66 · ‎February 14, 2023

No, you should not include the value of 401(k) plans.

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DavidD66 · ‎February 14, 2023

No, you should not include the value of 401(k) plans.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

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