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

[alirezanajafian]

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

[ThomasM125]

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:

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

[alirezanajafian]

Thank you for your help!