If you don't have records of your Roth IRA contributions or withdrawals, here are a few steps to help you track them down:
- Check your account statements: Your Roth IRA custodian should have sent you annual statements.
- Look for Form 5498: This form reports your IRA contributions to the IRS and is sent to you by your IRA custodian each year.
- Log into your IRS account and see if there is a copy of From 5498
- Log into your online investment account: Most investment platforms keep detailed records of your contributions and withdrawals.
