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Updated almost 9 years ago on . Most recent reply

User Stats

73
Posts
29
Votes
Shawn Pottschmidt
  • Rental Property Investor
  • South Bend, IN
29
Votes |
73
Posts

Most Popular Reply

User Stats

15
Posts
5
Votes
Greg Kuzmits
  • Tax Advisor & Financial Strategist
  • Bloomington, IN
5
Votes |
15
Posts
Greg Kuzmits
  • Tax Advisor & Financial Strategist
  • Bloomington, IN
Replied

@Shawn Pottschmidt

The financial institution should have provided you with an annual IRS Form 5498 Statement which reports information about individual retirement accounts and other tax-preferred savings accounts.

Form 5498 is filed with the Internal Revenue Service and a copy is also sent to the person who owns the account. Essentially, Form 5498 provides independent confirmation to the IRS of the amounts you contributed to IRAs and other tax-preferred savings accounts.

Be sure to go through your prior year tax returns to see if you kept your copy with your return(s).

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