IRA - Roth IRA Basis Tracker Worksheet

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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 Tax worksheets item group button button to view the Roth IRA – Qualified Distributions tax flowchart.

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