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Retirement tax questions
Thank you … so my specific situation is this… I am retired and have been taking distributions from my Roth account since 2021. I’m not sure if last year I provided the correct cost basis, but my question has to do with this year. Do I recalculate my cost basis now based on how much I have taken out since I have retired? Also, I don’t know by return of basis first. Other than this one issue, I have no other problems with my taxes this year.
April 1, 2024
1:50 PM