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How to prove Roth Ira 5 year holding period
If someone is 59 1/2 and has held a Roth Ira for 5 years, then they can withdraw without taxes or penalties.
However, Roth Ira contributions are not reported when filing taxes. Therefore, what proof is required by the IRS to show that a Roth Ira has been open for 5 years?
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March 12, 2021
6:17 PM