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April 7, 2024
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If i do not have form 5498, how would i know the value of my Traditional, SEP, and Simple IRA on 12/31/2023 question?

  • April 7, 2024
  • 1 reply
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Where would i find this information?
Best answer by VolvoGirl

On your 12/31/23 account statement.  You might be able to get it by logging into your IRA account.  But the plan  should be sending you quarterly statements.  

1 reply

VolvoGirl
VolvoGirlAnswer
Employee
April 7, 2024

On your 12/31/23 account statement.  You might be able to get it by logging into your IRA account.  But the plan  should be sending you quarterly statements.