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Best answer by Coleen3

If you are making contributions or taking distributions, you must report it. If you are receiving from the IRA, you will get a 1099-R. You need to indicate the contributions to make sure that you are allowed to contribute. There are income requirements.

2 replies

Employee
June 5, 2019
If you are making contributions or taking distributions, you must report it. If you are receiving from the IRA, you will get a 1099-R. You need to indicate the contributions to make sure that you are allowed to contribute. There are income requirements.
Coleen3Answer
Employee
June 5, 2019

If you are making contributions or taking distributions, you must report it. If you are receiving from the IRA, you will get a 1099-R. You need to indicate the contributions to make sure that you are allowed to contribute. There are income requirements.

June 5, 2019
Is there a way to simply upload the file showing the history of my deposits into my IRA account?