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jose37jr
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IRA worksht do I just add Rollovers and deduct RMD to get end of year IRA

 
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1 Reply

IRA worksht do I just add Rollovers and deduct RMD to get end of year IRA

If yiu mean the 2019 year end value of IRA's - no.

 

You need to enter the total 2019 year end value of ALL Traditional, SEP and SIMPLE IRA accounts that you have.  You would get that from you year end statements from the financial institutions that hold the account(s).  The year end value is not related to the amount of rollovers or distributions.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
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