You can find your traditional IRA value/balance on your end-of-the-year statement. If you cannot find it then please contact your financial institution for assistance.
You can also find the value of the Roth IRA on your end-of-the-year statement. Please enter the value of the Roth IRA when asked.
As far as Roth contribution, you would have to go back through your documents (look for Form 5498, IRA contributions each year) and record what you have contributed in the past. It can be important to know how much you contributed and withdrew if you ever take funds out before age 59 1/2. Contributions to a Roth IRA can be withdrawn anytime penalty- and tax-free but you will have to know your net contributions (contributions minus distributions).
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
