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Level 1
June 6, 2019
Solved

I transferred my ROTH IRA from Scottrade to Vanguard over a year ago. How do I find information for all contributions I've made since I opened the account back in 2005?

  • June 6, 2019
  • 1 reply
  • 8 views
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Best answer by macuser_22

From your own records, past bank statements, past 5498 forms sent by the IRA custodian that reports contributions, etc.

1 reply

macuser_22
Alumni - Champ
Alumni - Champ
June 6, 2019

From your own records, past bank statements, past 5498 forms sent by the IRA custodian that reports contributions, etc.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**