RollTide68
Level 8
03-09-2020
02:15 PM
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On the IRA Information worksheet Part V line 22 Opened a Roth before 2015 Checked "YES"?
Is there enough basis on line 23 to cover the distribution? For example if the distribution is for $7000 is there enough on line 23 to prevent any of the distribution from being taxable?
When I work an example this way it is taxable until I do those items.