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larryd517
New Member

Roth IRA Basis tracking

I want TurboTax to keep track of my Roth IRA basis.

Does it matter if they were direct contributions versus a Roth IRA Conversion from a Traditional IRA, or are they both considered the same?

Thanks!

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1 Reply
dmertz
Level 15

Roth IRA Basis tracking

Contribution basis and conversion basis are to be entered separately.  TurboTax will ask for each.

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