Getting money out of a Roth IRA

[Shawn Pottschmidt]

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[Greg Kuzmits]

@Shawn Pottschmidt

The financial institution should have provided you with an annual IRS Form 5498 Statement which reports information about individual retirement accounts and other tax-preferred savings accounts.

Form 5498 is filed with the Internal Revenue Service and a copy is also sent to the person who owns the account. Essentially, Form 5498 provides independent confirmation to the IRS of the amounts you contributed to IRAs and other tax-preferred savings accounts.

Be sure to go through your prior year tax returns to see if you kept your copy with your return(s).