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

I can only find the combined amount

posted

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.

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If the IRS states that a 1099-R was not reported, but the amount is listed in the tax return, how do you reconcile it with the IRS?

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