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The basis in my Roth IRA is not calculating correctly. It appears to be double counting the basis of a rollover Roth 401K that occurred this year.
It appears that the problem is coming from the "IRA Information Worksheet" page 2, line 23. The amount should be the balance as of 12/31/16, but included in this line is the rollover amount, which was a 2017 transaction.
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‎June 6, 2019
7:27 AM