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Get your taxes done using TurboTax
TurboTax will track the Traditional basis, Roth contribution basis, and conversions on the IRA Information sheet. If you use TurboTax next year again this will be carried forward to the 2025 return.
But generally it will be a good idea to save the IRA Information sheet for your records.
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‎February 28, 2025
8:25 AM
2,605 Views