qbteachmt
		
		
		
		
		
		
		
		
	
			
		
		
			
					
		
	
	
			Level 15
		
	
				
		
	
		
			
    
	
		
		
		03-07-2023
	
		
		12:44 PM
	
	
	
	
	
	
	
	
	
	
	
	
	
	
		
	
				
		
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"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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		Don't yell at us; we're volunteers