https://ttlc.intuit.com/community/retirement/discussion/form-5498-reporting/01/3846079#M264708 <P>Turbo Tax is asking for my balance on my partial IRA conversion to ROTH that I started in September last year. My financial institution is not providing Form 5498 until May 31. How do I find out the amount? Do I need to go to the end-of-year statement to enter the balance?</P> Thu, 19 Mar 2026 23:57:44 GMT CzarSosa 2026-03-19T23:57:44Z https://ttlc.intuit.com/community/retirement/discussion/form-5498-reporting/01/3846079#M264708 <P>Turbo Tax is asking for my balance on my partial IRA conversion to ROTH that I started in September last year. My financial institution is not providing Form 5498 until May 31. How do I find out the amount? Do I need to go to the end-of-year statement to enter the balance?</P> Thu, 19 Mar 2026 23:57:44 GMT https://ttlc.intuit.com/community/retirement/discussion/form-5498-reporting/01/3846079#M264708 CzarSosa 2026-03-19T23:57:44Z https://ttlc.intuit.com/community/retirement/discussion/re-form-5498-reporting/01/3846219#M264721 <P>yes the guidance to use 5498 is misleading, use year-end statements per Form 8606 Line 6 instructions</P><P>&nbsp;</P><P><A href="https://www.irs.gov/pub/irs-pdf/i8606.pdf" target="_blank" rel="noopener">https://www.irs.gov/pub/irs-pdf/i8606.pdf</A></P><P>&nbsp;</P><P class=""><STRONG>Line 6</STRONG></P><P class="">Enter the total value of all your traditional IRAs as of</P><P class="">December 31, 2025, plus any outstanding rollovers. A</P><P class="">statement should be sent to you by January 31, 2026,</P><P class="">showing the value of each IRA on December 31, 2025.</P> Fri, 20 Mar 2026 01:11:07 GMT https://ttlc.intuit.com/community/retirement/discussion/re-form-5498-reporting/01/3846219#M264721 baldietax 2026-03-20T01:11:07Z