Skip to main content
TurboTax
Community
TurboTax
Community
TurboTax
Community
V
vor17tex
February 10, 2025
Question

year end value of all IRA

  • February 10, 2025
  • 1 reply
  • 0 views

Hi'

I have 3 trad IRA accounts with 3 different firms.

If I distributed from only 1 account, do iI still need to ADD year end values from all 3?

 

Also if my form 5498 did not arrive on time where o I get the year end value?

 

 

    1 reply

    T
    ThomasM125
    February 10, 2025

    Yes, you do need to add the values of all three accounts when you are requested to enter the value of your traditional IRA's in TurboTax. You may be able to look up the value of your IRA's on line by logging into your broker account.

    **Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"
      TurboTax Sign In Widget
      TurboTax flag icon

      Unlock tailored help options in your account

      Create an account
      TurboTax Expert Assist
      TurboTax Expert

      Get answers to all your tax questions

      Our experts are available on-demand, no appointment needed. Get help all year long with TurboTax Expert Assist.

      Terms & ConditionsAccessibility statement
      Intuit
      TurboTax Credit Karma QuickBooks MailChimp

      ©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

      TRUSTe nResult Certified e-File C-Level Security Certification