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Retirement tax questions
TurboTax is asking about all your net contributions prior to 2023, therefore you would start with the first Roth IRA contribution and add them all up. If you took distributions prior to 2023 you would deduct them. This will get you the net contributions prior to 2023.
Please be aware, if you had a Qualified Distribution and your Form 1099-R has code Q or T then you can ignore the question about the net contributions.
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‎April 8, 2024
1:27 PM
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