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Retirement tax questions
The basis should be on you last filed Form 8606. Please see Form 8606 line 2 instructions for details.
You will find the value of your traditional IRA on December 31, 2024, on the end of the year statement. If you have more than one traditional/SEP/SIMPLE IRA then you need to add the values together.
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March 14, 2025
7:15 AM