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Level 2
posted Feb 10, 2025 3:16:10 PM

year end value of all IRA

Hi'

I have 3 trad IRA accounts with 3 different firms.

If I distributed from only 1 account, do iI still need to ADD year end values from all 3?

 

Also if my form 5498 did not arrive on time where o I get the year end value?

 

 

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1 Replies
Expert Alumni
Feb 10, 2025 3:23:12 PM

Yes, you do need to add the values of all three accounts when you are requested to enter the value of your traditional IRA's in TurboTax. You may be able to look up the value of your IRA's on line by logging into your broker account.