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How to Determine Roth IRA Contributions?
I have a ROTH with Etrade that is more than 10 years old. I have no idea when I opened it, or how much I put into it when I did. I am 54, and I took all the money out of it for my child's higher education. I am getting taxed on the entire distribution because I don't know the original contribution amount. It wants to know Prior Year contributions from before 2023. I haven't contributed to it since it was opened.
Any ideas what I can do here? And where do I tell TT it was for education so I don't get penalized?
‎January 25, 2024
2:52 PM