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Get your taxes done using TurboTax
The program already knows my age (greater than 59.5) and that I have held the Roth for more than 5 years, so why does it need to figure out the basis? i.e. why is it asking me to go to a significant amount of hassle to figure out contribution over the life of my Roth only to essentially say "oh, that doesn't matter because you meet the age and 5 year criteria?
March 18, 2024
12:34 AM