> Oh I see. That makes sense. (And it's probably pro-rata as well, e.g. if > you have 100k in contribs on an account worth 120k and you take out $1200, > $200 would be taxable? That's what I'd expect the govt would do) > I'd probably write a script to compute the contribution amount instead of > tracking it explicitly >
In this particular case, the contributions are seen as "yours always to withdraw any time" and therefore, is not subject to a pro-rata rule. One can withdraw contribs clear and free, any time. OP: I simply run this query: *select year,account,sum(number) where account~"Assets:Investments:Tax-Free:.*Roth.*" AND joinstr(other_accounts) ~ 'Assets:Z' GROUP BY year,account* Replace "Assets:Z" with whatever regexp describes accounts from which you likely make contribs from (eg: 'Assets:Bank:.*'). This also helps me verify my contributions for the year. -- You received this message because you are subscribed to the Google Groups "Beancount" group. To unsubscribe from this group and stop receiving emails from it, send an email to beancount+unsubscr...@googlegroups.com. To view this discussion on the web visit https://groups.google.com/d/msgid/beancount/600e1882-bf57-4829-8a8a-c735ac2e28e0n%40googlegroups.com.
