While working on excessive Roth contribution for tax year 2022, TT asks for value of Wife's Roth IRA on December 31st, 2023. The note says to include any contributions made after 2023 that were for tax year 2023. Excluding contributions made after DEC 2023, what value do I use for calendar year 2023: Is it the FMV in Box 5 from Form 5498?
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
©1997-2022 Intuit, Inc. All rights reserved.
Intuit,
QuickBooks, QB, TurboTax, ProConnect, and Mint are registered
trademarks
of Intuit Inc. Terms and conditions, features, support, pricing,
and service options
subject to change without notice.
Security
Certification of the TurboTax Online application has been
performed by
C-Level Security.
By accessing and using this page you
agree to the
Terms of Use.
Accessibility
