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February 2, 2025
Question

Roth contributions over 20 years old

  • February 2, 2025
  • 1 reply
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My second year for taking a ROTH distribution (1099R Code Q) and Turbo Tax is asking for "net regular contributions prior to 2040". How do I know what was originally opened (before interest added) when over ten years old. 

    1 reply

    Employee
    February 3, 2025