qbteachmt
Level 15

"as no 5498 was provided. Ended up one contribution was not even a ROTH IRA but a Traditional IRA so don't have to worry about that one."

Just because the client doesn't have it, it likely exists. They log into their account provider portal to find it. They call and ask for it. Since the contributions can be made up to the tax filing due date, people don't even realize how late one might be issued for that tax year. There is one for every year there is some activity in that account (contribution, distribution).

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