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February 2, 2025
Question

How do I find out my net contribution to a roth ira before 2024?

  • February 2, 2025
  • 1 reply
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We closed our ROTH IRAs in 2024

    1 reply

    February 2, 2025

    Here's how you can find your net contributions to a Roth IRA before 2024: Contact your financial institution to request a complete history of your Roth IRA contributions. They may also be able to provide you with copies of Form 5498, which reports your IRA contributions.