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Investment版 - Where to check total Roth IRA contribution so far?
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1 (共1页)
w**s
发帖数: 141
1
I have lost track of my Roth IRA contribution for the past years. One
reason is because I have rolled over my Roth IRA from my broker to another.
And signed up for e-statement for both brokers. Therefore, lost all the e
statement from previous broker. And I do not do a even contribution every
year. So it's hard to remember what I did to myself. hehe.....
But I think IRS or some government organization should have this on track
and there must be a way for us to find out our total amount of Roth IRA
contributions?
d*****r
发帖数: 273
2
You should have received Form 5498 each year for your Roth account.

.
e

【在 w**s 的大作中提到】
: I have lost track of my Roth IRA contribution for the past years. One
: reason is because I have rolled over my Roth IRA from my broker to another.
: And signed up for e-statement for both brokers. Therefore, lost all the e
: statement from previous broker. And I do not do a even contribution every
: year. So it's hard to remember what I did to myself. hehe.....
: But I think IRS or some government organization should have this on track
: and there must be a way for us to find out our total amount of Roth IRA
: contributions?

Q***u
发帖数: 433
3
Yes, check your Form 5498. IRS doesn't track your Roth IRA contributions
since it's not tax-deductible.
1 (共1页)
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