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Retirement tax questions
Thank you very much for this. I can see how to enter it. I have a few additional questions. If you feel opening a new entry is best let me know. I have been reviewing this process and I can see I do not know how well I accurately documented my contributions. I started contributing to an IRA in 1982. I opened a Dreyfus account and had the account until 1996 when I rolled it over to a new custodian (Morgan Stenley). I have a rollover statement from Dreyfus but all other records from Dreyfus have been destroyed. I have most of my documents from Morgan Stanley. Then in 1998 I converted my Traditional IRA to a Roth. I have that dollar amount. Would that be my basis for my Roth IRA conversion? Then I need to add back my additional contributions over the years. Should I document any comment to the IRS on this (the amounts and not correct so I updated them)? Also I got married 2013 and never entered my spouse's contributions, so I need to add those in for them too. Does this seem like a good approach to document my Roth contributions?