The basis counts if you take out earnings too early (five years).

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I noticed an IRA I rothified now gets carries along with my income tax
paperwork every year in terms of basis. I think basis is irrelevant to
ROTHs under current rules, but got me thinking of traditional and
rollover IRA's - should I request basis or other such info from the
agents/mgr of them?

I thought it might confirm that info is accurately surviving the
endless transfers of "agents" (that isn't the official term) and that
umpteen years of yellowing buy/sell receipts don't have to be kept.
Especially for extremely old IRA's that operated under long ago
cancelled rules about contributions being deductible or whatever it
was when IRA's first appeared.

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guidelines include a request for brevity and another for trimming posts to
which we respond. For all of the other tips and suggestions, see "FROM THE
MODERATORS: Posting to misc.invest.financial-plan", a weekly post now on the
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