topic 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? in Retirement tax questions https://ttlc.intuit.com/community/retirement/discussion/just-trying-to-make-sure-i-understand-this-correctly-if-i-got-a-form-5498-from-fidelity-for-my-roth/01/1029686#M81652 Tue, 28 Jan 2020 15:49:06 GMT aubreyjmullins5 2020-01-28T15:49:06Z 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? https://ttlc.intuit.com/community/retirement/discussion/just-trying-to-make-sure-i-understand-this-correctly-if-i-got-a-form-5498-from-fidelity-for-my-roth/01/1029686#M81652 Tue, 28 Jan 2020 15:49:06 GMT https://ttlc.intuit.com/community/retirement/discussion/just-trying-to-make-sure-i-understand-this-correctly-if-i-got-a-form-5498-from-fidelity-for-my-roth/01/1029686#M81652 aubreyjmullins5 2020-01-28T15:49:06Z Re: 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? https://ttlc.intuit.com/community/retirement/discussion/re-just-trying-to-make-sure-i-understand-this-correctly-if-i-got-a-form-5498-from-fidelity-for-my/01/1029730#M81657 <P>Correct - the form is for your records.&nbsp; Your IRA trustee or custodian files Form 5498 with the IRS, not you.</P> Tue, 28 Jan 2020 15:56:37 GMT https://ttlc.intuit.com/community/retirement/discussion/re-just-trying-to-make-sure-i-understand-this-correctly-if-i-got-a-form-5498-from-fidelity-for-my/01/1029730#M81657 TomD8 2020-01-28T15:56:37Z