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Retirement tax questions
@fanfare And for my 2022 return, when TT asks for the values of my Roth IRAs on December 31, 2022, I should take my custodians' December 31, 2022 statements and subtract all the distribution amounts I made on March 31, 2023 for tax years 2021 and 2022, correct (since those statement do not reflect any distributions)?
‎April 10, 2023
10:24 AM