ToolBox CS
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Product support for ToolBox CS ended on October 31, 2022.
Help & How-To Center content for ToolBox CS may be outdated and is used at your own risk.
This tax worksheet keeps track of the basis (personal contributions) in a taxpayer’s Roth IRA account(s) and to determine the taxability of any distribution from the Roth IRA. Combine all Roth accounts.
For additional information on the penalties of early distributions, click the Tax Flowcharts item group 
button to view the Roth IRA – Qualified Distributions tax flowchart.
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