Unfortunately it is your obligation to maintain your own financial records of your investments.. Perhaps the statements from the financial institution are available for the years of record and then you can determine how much you contributed.
You as the taxpayer bear the obligation of keeping your own records!
The difficulty is that you or your employer, or both, may make the contribution into the Tax-Deferred account and the amount is only reported on a totally separate IRS Form 5498, issued at a different time from the tax filing deadline or the deadline for financial service organizations to issue Forms 1099. The IRS makes no provision for downloading that data nor do your employers directly, although gross amount is on Form W-2 but without information as to what account or IRA the contribution was made. Only you know so always keep a record of Forms 5498 and also all voluntary additional contributions.
If this posted response is useful to you, please click on the upraised hand in the lower left of this post. Thank you. Scruffy Curmudgeon--PFFM/ IAFF, retired FireFighter/Paramedic - Locals 718/30, Veteran USAR O3 AIS/ASA '65-'67
NOT INTUIT EMPLOYEE
USAR 64-67 AIS/ASA MOS 9301 - O3
- Just donating my time
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