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karenlwoodworth

Question

I don't know contributions to my Roth IRA.

Forum|Forum|1 year ago
February 27, 2025
1 reply
0 views

what if i have no record of Roth IRA contributions or withdrawals?

If you don't have records of your Roth IRA contributions or withdrawals, here are a few steps to help you track them down:

Check your account statements: Your Roth IRA custodian should have sent you annual statements.
Look for Form 5498: This form reports your IRA contributions to the IRS and is sent to you by your IRA custodian each year.
Log into your IRS account and see if there is a copy of From 5498
Log into your online investment account: Most investment platforms keep detailed records of your contributions and withdrawals.

Employee

After the Roth IRA satisfies the 5-year rule, you won't need that information.

Your Roth IRA is supposed to be for retirement.

@karenlwoodworth