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March 1, 2024
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My TT "IRA Information Worksheet" does not have the year-end value of my IRA. Where in the step-by-step process is this worksheet supposed to be populated?

  • March 1, 2024
  • 1 reply
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Best answer by DianeW777

Yes, this number comes from your prior year 8606. Be sure to check your prior year return for the correct amount from your 8606. By using the 'Total Basis' chart in the instructions for Form 8606, it provides the correct line to use from your prior year Form 8606.

 

                            

1 reply

DianeW777Answer
March 9, 2024

Yes, this number comes from your prior year 8606. Be sure to check your prior year return for the correct amount from your 8606. By using the 'Total Basis' chart in the instructions for Form 8606, it provides the correct line to use from your prior year Form 8606.

 

                            

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