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Will my ROTH distribution be tax-free?

From what type of account are you making withdrawals?

 

ROTH IRA

"Designated" ROTH account in an employer-sponsored plan

 

NOTE:  Tracking contributions and conversions to ROTH IRA and ROTH employer plans is critical to determine the tax treatment of withdrawals. As withdrawals are made, track the tax characteristics of each.  It is required to justify the tax characteristics of each withdrawal on the form 8606 when you file your tax return.

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