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IRA Basis
This is the first year I need to take an RMD, so the first year that my IRA basis really matters. I was sloppy in recording pre- vs. post-tax contributions in past years and don't have tax records for 2004-2006, years when I probably made post-tax contributions. I did file an 8606 the past few years but the IRA basis I provided was a guesstimate. How can I get my tax returns from 2004-2006?
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March 13, 2025
4:40 PM