Robdaug10
New Member

Retirement tax questions

I still do not fully understand what it is asking for in regards to the Roth IRA value when filing my 2023 tax return, especially if it is supposed to help determine/flag excess contributions.  Specifically, is the Roth IRA value in question the value of my contributions in 2023, or the value of my roth IRA basis, or the “market value” of my roth IRA which includes unrealized gains/earnings?