DanaB27
Expert Alumni

Get your taxes done using TurboTax

To clarify, did you make to contribution for 2024 and for 2025 at the same time? Then yes, you would add both for line 3 on the worksheet.

 

If not you might have to make two calculations. One for the time from the 2024 contribution until you made the contribution for 2025 and then for the time after the 2025 contribution until removal (these earning would be allocated between the 2024 and 2025 contribution).

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