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New Member
posted Apr 10, 2024 9:11:29 PM

Where do I find my Roth and traditional balances for 22/31/2023?

I can only find the combined amount

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1 Replies
Expert Alumni
Apr 11, 2024 6:29:54 AM

You should find them on your statement from your financial institution. You should receive a separate statement for the Roth IRA and traditional IRA. If you cannot find it I would suggest you contact your financial institution.