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Posted by khazzah on April 12, 2008, 2:27 pm
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I received a 5498 with a dollar amount in box 10 ("Roth IRA
contributions").
Since I don't have a Roth IRA with this financial institution, this
was unexpected.
However, the same institution *is* my Roth 401K provider. So I asked
them [thru my company's HR dept] what was going on. And the answer
was:
The Roth is part of the [employer's] plan. This form just shows her
the contributions and fair market value of her Roth account at
12-31-06. This form is required to be sent to all that have Roth
assets.
I'm still suspicious. Is this true -- that a 5498 is sent to those
with Roth assets, regardless of whether those assets are held in a
401K or an IRA?
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