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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 Reply
DanaB27
Expert Alumni

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

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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