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Retirement tax questions
Thank you so much dmertz for the information. I can see the whole process now.
I would like to clarify that I do not need to file 8606 for my 2022 tax return since it is a Roth IRA even though I received 5498 from Vanguard showing I contributed to a Traditional IRA .
My 2022 tax return did not show a traditional IRA contribution
Thank you
‎December 28, 2023
6:53 AM