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macuser_22
Employee
May 6, 2021

I assume you mean in the 1099-R interview for an IRA with a basis.

 

It is a rollover that has added to the total value of ALL Traditional IRA accounts but has not yet been included in the Dec 31, 2020 total value for all IRA accounts on the top line.

**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.**