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Get your taxes done using TurboTax
It seems your distributions are Qualified Distributions since you are over 59 1/2 and had the Roth IRA for longer than 5 years. Therefore, you can ignore the net contribution prior to 2024 question.
Generally, you net contributions prior to 2024 will be the sum of all your contributions minus any distributions from prior years. So you in case where someone takes the first distribution in 2024, you would only add up all Roth IRA contributions made.
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‎April 14, 2025
1:08 PM