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Retirement tax questions
You should see a question as you go through the Form 1099-R entry that asks about the basis of your Roth IRA or the contributions you have made to the account. That is where you enter the amount that you contributed over the years. That is the only thing you need to do. There is nothing else needed to show proof of the contributions. Just keep that information with your tax records.
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‎April 2, 2025
5:06 AM