Your clients will receive a 5498 form if they had an IRA with a non-zero balance in the tax year that just concluded. This form reports all of the IRA contributions for the previous tax year, including rollovers. The information on the 5498 form will also be reported to the IRS.
The 5498 tax form can be found on the Taxes page within the Advisor Dashboard. Select your client's name then click "Taxes". You may also access it via the Document page in the client portal. Generally this form will be made available each May for the prior year, after the April 15 tax filing deadline.
