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April 7, 2024
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Roth value as of December 31,2023

  • April 7, 2024
  • 1 reply
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I have a Roth in my Vanguard account.   How can I see the Roth valuation as of December 31, 2023?   Turbo Tax is asking for this amount.   I can only see the valuation as of today.

 

    Best answer by VolvoGirl

    You should have an account statement from Vanguard for Dec 31, 2023.  Or log into your Vanguard account and get a pdf of the statement.  

    1 reply

    VolvoGirl
    VolvoGirlAnswer
    Employee
    April 7, 2024

    You should have an account statement from Vanguard for Dec 31, 2023.  Or log into your Vanguard account and get a pdf of the statement.