You'll need to sign in or create an account to connect with an expert.
Your financial institution would have reported the contributions on a Form 5498 sent to you and to the IRS each year that you made a contribution. These would be the only records beyond your account statements. I'm not sure how far back you can go in obtaining Wage & Income transcripts from the IRS which would include these.
If you haven't withdrawn any of the money, TurboTax doesn't need to know this information. But you might need it in the future if you withdraw any of your Roth IRA money before age 59½.
Your financial institution would have reported the contributions on a Form 5498 sent to you and to the IRS each year that you made a contribution. These would be the only records beyond your account statements. I'm not sure how far back you can go in obtaining Wage & Income transcripts from the IRS which would include these.
If you haven't withdrawn any of the money, TurboTax doesn't need to know this information. But you might need it in the future if you withdraw any of your Roth IRA money before age 59½.
Still have questions?
Questions are answered within a few hours on average.
Post a Question*Must create login to post
Ask questions and learn more about your taxes and finances.
jyeh74
Level 3
Bill_the_Scrooge
Level 1
marykwoo
New Member
christoft
Returning Member
neutron450
New Member