MarinaEA
Level 4

I know that it was provided to her, but she did not provide one to me which is what I meant. I asked for the form a while back, but she said that she did not have and said she was told that it's not required to be filed with the return (true, but I always like to have it to verify information). So I did not worry about it this time, and did not bother her trying to get it, since there were no distributions and Roth IRAs contributions aren't reportable on returns. But now, I am asking for it again, since she apparently has no idea what she did and what IRA even that was. She sent me a screenshot from her IRA account, and that is how I even noticed that one was a Traditional IRA. So, need all documents to verify as seems she has no idea what she is talking about.