Where do I find my Roth and traditional balances for 22/31/2023?
I can only find the combined amount
01983
1 Replies
DanaB27
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.