What does it mean, enter the value of your roth ira

Forum|Forum|7 years ago
June 1, 2019
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BillM223

Level 15

You should have received a form 5498. For a Roth IRA, you would enter the amount in box 5 on the 5498.

If you do not have the 5498, please contact the custodian of your Roth IRA.

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dmertz

Level 15

Since you will not necessarily have received Forms 5498 from your Roth IRA custodians by the tax-return filing deadline, instead use your year-end account statements to find your year-end balances.

taxfiler2023

Level 2

I have after-tax deduction from each of my paycheck to Roth IRA, they got deposit to the same investment account in Fidelity where my pre-tax deduction for 401(k) contribution goes. So the account balance is the composite of both my 401(k) contribution and Roth IRA. I do not receive Forms 5498 from Fidelity, how can I tell how much of the account balance attributed by my Roth IRA? Thanks