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Retirement tax questions
Thank you all. I am reasonably sure that contributions to the ROTH were made well before the 5 year mark. My cousin was in her 80s, and was spending money, not saving it. She would have mentioned recharacterizing as well, so I'm comfortable.
I'm going with Turbo Tax saying it isn't taxable.
‎June 29, 2023
12:20 PM
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