topic What is the data source or calculation method for the traditional IRA basis carryover value on line 3 of Part 1 of the IRA Info Wks? in Retirement tax questions https://ttlc.intuit.com/community/retirement/discussion/what-is-the-data-source-or-calculation-method-for-the-traditional-ira-basis-carryover-value-on-line/01/3210214#M213208 The value calculated by TurboTax changes when the total value of all IRA is modified. I don't understand why. Tue, 10 Feb 2026 11:01:34 GMT jjlucadamo-yahoo 2026-02-10T11:01:34Z What is the data source or calculation method for the traditional IRA basis carryover value on line 3 of Part 1 of the IRA Info Wks? https://ttlc.intuit.com/community/retirement/discussion/what-is-the-data-source-or-calculation-method-for-the-traditional-ira-basis-carryover-value-on-line/01/3210214#M213208 The value calculated by TurboTax changes when the total value of all IRA is modified. I don't understand why. Tue, 10 Feb 2026 11:01:34 GMT https://ttlc.intuit.com/community/retirement/discussion/what-is-the-data-source-or-calculation-method-for-the-traditional-ira-basis-carryover-value-on-line/01/3210214#M213208 jjlucadamo-yahoo 2026-02-10T11:01:34Z Re: What is the data source or calculation method for the traditional IRA basis carryover value on line 3 of Part 1 of the IRA Info Wks? https://ttlc.intuit.com/community/retirement/discussion/re-what-is-the-data-source-or-calculation-method-for-the-traditional-ira-basis-carryover-value-on/01/3211557#M213302 <P>The calculation is done on Part I of Form 8606.&nbsp; The basis carryover changes because changes in the year-end value of your traditional IRAs changes the amount of basis that is applied to your 2023 traditional IRA distributions and Roth conversions.</P> Thu, 22 Feb 2024 21:23:56 GMT https://ttlc.intuit.com/community/retirement/discussion/re-what-is-the-data-source-or-calculation-method-for-the-traditional-ira-basis-carryover-value-on/01/3211557#M213302 dmertz 2024-02-22T21:23:56Z