Markola
Thinks s/he gets paid by the post
We are not yet age 59.5 and might like to withdraw our original Roth IRA contributions to do something else with the money. Does anyone else have experience with this process, know what documentation will be required, and know who will need to see it? We started contributing in the late 1990s when Roths first appeared, which was three brokerage firms ago, so the paper trail is scant. Also, who will need to see proof? Our CPA? Our current brokerage firm where the Roths reside? The IRS proactively or only in the event of an audit? Thanks for any counsel.