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Reply To: Roth IRA contributions withdraw after account transfer

Home › Fairmark Forum › Taxation of Investments › Roth IRA contributions withdraw after account transfer › Reply To: Roth IRA contributions withdraw after account transfer

December 7, 2020 at 5:22 am #8808
kaneohe
Participant

You should still be able to do that. You are responsible for providing the records for contributions……from your old company statements as well as 5498 records.

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