I have a Roth in my Vanguard account. How can I see the Roth valuation as of December 31, 2023? Turbo Tax is asking for this amount. I can only see the valuation as of today.
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1 Best answer
VolvoGirl
Level 15
Apr 7, 2024 3:07:42 PM
You should have an account statement from Vanguard for Dec 31, 2023. Or log into your Vanguard account and get a pdf of the statement.
1 Replies
VolvoGirl
Level 15
Apr 7, 2024 3:07:42 PM
You should have an account statement from Vanguard for Dec 31, 2023. Or log into your Vanguard account and get a pdf of the statement.