DanaB27
Expert Alumni

Retirement tax questions

Generally, it is your responsibility to track your Roth IRA contributions. You can try to check with your financial institution if they have any information.

 

Please note, if you are over 59 1/2 you do not need to know your net contributions and can ignore the question in TurboTax, since you met the requirements for Qualified Distributions. Your Form 1099-R should have codes T or Q.

 

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