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New Member
posted Mar 27, 2020 4:56:06 PM

How can I get past copies of Form 5498?

I told an early distribution for the total in my Roth IRA and don't have past Forms 5498 to determine my total contributions.

0 2 1795
2 Replies
Expert Alumni
Mar 27, 2020 7:09:14 PM

Without the Form 5498 you cannot correctly determine your taxable IRA income. You can call the company/broker and ask for the infomation.

Level 15
Mar 28, 2020 7:20:59 PM

You must know approximately. 

Are you close? 

if not then it is all contributions.

Once you are 59 1/2 it won't matter.

Don't take early distributions.