Guest smedsker Posted April 13, 2004 Posted April 13, 2004 When you add too much to an existing ROTH what might be the best way to determine gain/loss only on that money? Can't find anything helpful in IRS Pubs. Thank you to all.
Appleby Posted April 13, 2004 Posted April 13, 2004 See http://benefitslink.com/boards/index.php?showtopic=23288 Life and Death Planning for Retirement Benefits by Natalie B. Choatehttps://www.ataxplan.com/life-and-death-planning-for-retirement-benefits/ www.DeniseAppleby.com
John G Posted April 13, 2004 Posted April 13, 2004 Some custodians have designed their software to be able to answer this question. You might try calling your custodian and ask them if they can provide any assistance. I won't vouch for the reasonableness or defensibility of their approaches.
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