topic Why when I enter an after tax Ira contribution from form 5498 does my refund go down? in Retirement tax questions https://ttlc.intuit.com/community/retirement/discussion/why-when-i-enter-an-after-tax-ira-contribution-from-form-5498-does-my-refund-go-down/01/3135923#M207016 Tue, 10 Feb 2026 09:48:47 GMT mn1369013 2026-02-10T09:48:47Z Why when I enter an after tax Ira contribution from form 5498 does my refund go down? https://ttlc.intuit.com/community/retirement/discussion/why-when-i-enter-an-after-tax-ira-contribution-from-form-5498-does-my-refund-go-down/01/3135923#M207016 Tue, 10 Feb 2026 09:48:47 GMT https://ttlc.intuit.com/community/retirement/discussion/why-when-i-enter-an-after-tax-ira-contribution-from-form-5498-does-my-refund-go-down/01/3135923#M207016 mn1369013 2026-02-10T09:48:47Z Re: Why when I enter an after tax Ira contribution from form 5498 does my refund go down? https://ttlc.intuit.com/community/retirement/discussion/re-why-when-i-enter-an-after-tax-ira-contribution-from-form-5498-does-my-refund-go-down/01/3135927#M207017 <P>Until you enter your year-end value in traditional IRAs, TurboTax assumes that the year-end value is zero, resulting in an incorrectly high amount for the nontaxable portion of your traditional IRA distributions and Roth conversions.&nbsp; Once you provide the correct year-end value, TurboTax can do the correct calculation on Form 8606 Part I.</P> Sat, 20 Jan 2024 15:47:53 GMT https://ttlc.intuit.com/community/retirement/discussion/re-why-when-i-enter-an-after-tax-ira-contribution-from-form-5498-does-my-refund-go-down/01/3135927#M207017 dmertz 2024-01-20T15:47:53Z