leej8353
New Member

How do I determine the value of all my traditional IRA, SEP, and simple IRA accounts to complete Form 8606 if I only receive one Form 5498 for one IRA account?

I have multiple IRA accounts, 2 rollover accounts and 1 annuity account. I receive distributions from the annuity account and 1 IRA rollover account.  One IRA account had no distributions received in 2018 and therefore there was no Form 5498 generated.  Is it sufficient to just report fair market value from the end of year statement from the brokerage firm?