Retirement tax questions

You need to enter IRA contributions made for tax year 2023. You need to enter the value of the account either on Dec 31 or if you made contributions this year, the value after the contribution. 

You don't need the 5498 to file your taxes. You need to keep it in your financial notebook. If you don't have one, I want to urge you to create a financial notebook that is kept separate from your tax return. Keep it safe and each year, add your year-end statements from all your financial accounts plus a copy of your W2’s, your  carryover information, and proof of your basis in your various investments. You must keep tax records  from the time you purchase until sold/ loss used plus 3 years. It is very easy to lose track of disallowed losses, carryforwards,  and basis.

This can be a digital or paper notebook.