value of IRA

Forum|Forum|6 months ago
March 1, 2026
2 replies
54 views

If i did not receive the 5498 form and its not available to me online, do I need to enter the value of IRA in this box? I am not yet RMD age. How do I get passed this page without entering this value?

DavidD66

Level 15

Can you clarify? What are you entering and where in the process, that you are being asked for your IRA balance? You can get the balance from your year-end statement.

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ccathAuthor

Level 2

I have spent days trying to educate myself enough to answer this question. It was after entering a 1099-R in which I moved money from an IRA into a Roth IRA. The question asking if I had any already taxed money in my IRA is a very confusing question as I didn’t even know that was possible. The question is worded in a very unlike TurboTax simple everyday language and more like professional tax preparer language. And my next complaint is that even when you say no to this question, you cannot bypass the next question wanting your IRA balance. It’s none of turbo tax’s business! I’m not RMD age and had dig through on-line statements for this value, as I didn’t think it was needed for my tax filing.