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Retirement tax questions
I have after-tax deduction from each of my paycheck to Roth IRA, they got deposit to the same investment account in Fidelity where my pre-tax deduction for 401(k) contribution goes. So the account balance is the composite of both my 401(k) contribution and Roth IRA. I do not receive Forms 5498 from Fidelity, how can I tell how much of the account balance attributed by my Roth IRA? Thanks
‎April 14, 2023
3:23 PM