PaulaM
Expert Alumni

Retirement tax questions

It's asking for the value of your Roth IRA account as of 12/31/17 plus any amounts that you made in 2018 for the 2017 tax year. 

Ex: Year end Roth balance is $56,450 and you make a $5,000 Roth contribution on 2/1/18. Enter the amount of $61,450.

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