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Retirement tax questions
I checked my two traditional IRA account balance and it is more than the total basis from 2021. I invested some of the IRA funds into stocks and it seems like the brokerage also distributed some dividends. In this case, do I still only report the 2021 form 8606 total basis or should I report my current most up-to-date total balance from both accounts?
‎April 4, 2025
7:55 PM