What Actually Happened
Assumed IRS/brokerage kept track of basis, now need to prove contributions
What I wish I knew
"Save all relevant forms forever"
Advice to Someone Facing This Now
If I could tell you one thing
"Keep track of Roth basis forms to avoid penalties"
Regret Score
8/10
High, persistent regret.
Has not decreased significantly with time.
Has not decreased significantly with time.
financial Category Average
?%
of financial decisions share a similar regret distribution. (Coming soon)
Impact
-
Financial and Psychosocial impact distributions for this subset.
Advice for Someone Facing This
Short, upvotable wisdom. The most helpful rises to the top.
No advice yet. Be the first to share wisdom.
React, question, or discuss this decision.