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"Confirm your net regular contributions prior to 2023 that remain in your Roth IRA."

I contributed $10,000 prior to 2023 to my Roth but I took out $5000 in contributions in 2023. I'm confused on if I'm suppose to subtract the $5,000 even though it wasn't prior to 2023?  I read the learn more link and just confused on the wording included below.

"If you contributed to a Roth IRA prior to 2023 and then withdrew any contribution amount, you must calculate the amount left in the IRA."

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DanaB27
Expert Alumni

"Confirm your net regular contributions prior to 2023 that remain in your Roth IRA."

You will enter the $10,000 for your net contributions prior to 2023. You will enter the Form 1099-R for the $5,000 distribution in 2023.

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1 Reply
DanaB27
Expert Alumni

"Confirm your net regular contributions prior to 2023 that remain in your Roth IRA."

You will enter the $10,000 for your net contributions prior to 2023. You will enter the Form 1099-R for the $5,000 distribution in 2023.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
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