How would you report contributions to a UBS RMA (resource management account) on you tax report?

alirezanajafian — Mon, 23 Feb 2026 12:17:47 GMT

Apparently UBS tax documents are not available until end of May!

Re: How would you report contributions to a UBS RMA (resource management account) on you tax report?

ThomasM125 — Mon, 20 Feb 2023 21:13:15 GMT

You first need to determine if the plan is a tax qualified retirement plan. If not, then your contributions or earnings aren't tax deferred or exempt and you don't need to enter them on your tax return.

If the account is a tax qualified retirement account, then you need to determine if the account is an individual retirement account (IRA). If so, you need to know if it is a ROTH IRA or Traditional IRA account. You can enter contributions to either one of those by following these steps in TurboTax:

Choose the Federal option on your left menu bar
Choose Deductions and Credits
Choose Retirement and Investments
Choose Traditional and Roth IRA Contributions and answer the questions in that section

Re: How would you report contributions to a UBS RMA (resource management account) on you tax report?

alirezanajafian — Mon, 20 Feb 2023 21:27:46 GMT

Thank you for your help!

topic How would you report contributions to a UBS RMA (resource management account) on you tax report? in Deductions & credits

How would you report contributions to a UBS RMA (resource management account) on you tax report?

Re: How would you report contributions to a UBS RMA (resource management account) on you tax report?

Re: How would you report contributions to a UBS RMA (resource management account) on you tax report?