turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Value of Traditional IRA

I have a traditional IRA for which I had non-deductible contributions.  I also have a rollover IRA annuity funded from my 401K (all pre-tax).  When reporting the "Value of my traditional IRA" do I combine the 2 or only report the value of the one with non-deductible contributions?  I do not receive a Form 5498 for the rollover IRA.

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
DanaB27
Expert Alumni

Value of Traditional IRA

Yes, you will need to include the value from all of your traditional/SEP/SIMPLE IRAs. Therefore, you need to add the value of the rollover IRA and traditional IRA. You can find the value at the end of the year statement.

 

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

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question