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Phillip-A
New Member

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?

 
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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?

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.**

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1 Reply

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?

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.**
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