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Retirement tax questions
I stumbled across this a few years ago.... and had to re-establish the BASIS for tracking.
We took a very early retirement, and have not made IRA contributions for a couple of years.
Now - Nov 2018 - I'm thinking about doing a Roth Conversion - and again - have to wade thru the non-existent IRA tracking to find the last good BASIS numbers. I would really like to have TT carry forward any and all IRA trackiing information, even if we stop making any IRA contributions - it's not like our IRA holdings just fell off a cliff....
We took a very early retirement, and have not made IRA contributions for a couple of years.
Now - Nov 2018 - I'm thinking about doing a Roth Conversion - and again - have to wade thru the non-existent IRA tracking to find the last good BASIS numbers. I would really like to have TT carry forward any and all IRA trackiing information, even if we stop making any IRA contributions - it's not like our IRA holdings just fell off a cliff....
‎June 7, 2019
4:01 PM