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Yearly Summary of Account Contributions

How to see your yearly account contributions, which are needed for your tax filing

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Written by Crecer
Updated over a month ago

Your Traditional or Roth IRA account is considered a "tax-advantaged" account. This means that there are tax advantages for investing in one of these retirement accounts (see Differences between a Roth and Traditional IRA for a summary). Each year that you contribute to your IRA you need to report it on your tax return (you may be eligible for a tax deduction so you should definitely do this).

Here are the steps to locate a summary of your total yearly contributions. Note that we will also provide a form 5498, which is a statement for the IRS showing all of your contributions to your IRA for the year.

  1. Login to your Crecer account

  2. Click on "Account Activity" in the menu bar and then "Annual Summary". Here you will see a summary of your retirement account contributions for each year.

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