How Roth Conversions Affect Your Contribution Basis
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In the eyes of the IRS, Roth conversions are a type of rollover and their part in your Roth IRA’s contribution basis is called a rollover contribution.

Unpacking Publication 590B’s Justin Example
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In Publication 590B, the IRS gives an example to demonstrate how Roth distribution ordering works.

Unpacking Publication 590B’s Ishmael Example
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In Publication 590B, the IRS gives an example to demonstrate how Roth contribution basis works in a Roth IRA.

Save the 1099-R from Your Roth Rollovers
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It is easiest to simply save your 1099-R and its numbers with your record of all your Roth IRA contributions.

Keep Track of Your Roth Contributions
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Going forward, keep track of all your contributions in a file alongside where you store your tax returns.

How Do You Report Withdrawals from Roth Contribution Basis?
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To take advantage of tax-free penalty-free Roth withdrawals of contribution basis, you need to keep careful records of your Roth contributions.

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