Just trying to make sure I understand this correctly. If I got a Form 5498 from Fidelity for my Roth account, I don't have to list that, correct? Its just for my records?
01550
1 Best answer
TomD8
Level 15
Jan 28, 2020 7:56:37 AM
Correct - the form is for your records. Your IRA trustee or custodian files Form 5498 with the IRS, not you.
1 Replies
TomD8
Level 15
Jan 28, 2020 7:56:37 AM
Correct - the form is for your records. Your IRA trustee or custodian files Form 5498 with the IRS, not you.