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Get your taxes done using TurboTax
@dmertz Quick q: In the 2022 tax return, there's a section to do with tracking my Roth IRA's basis. In that section, it asks for the total amount of prior contributions: I assume I need to include my 2021 Roth IRA contribution in that section but, again, I'm not sure if I should be including the actual (excess) 2021 contribution or the net (after withdrawal of excess) 2021 contribution -- can you clarify which?
‎October 14, 2023
3:37 PM