This seems like it should be so simple, but I can't find this info. I have a Roth IRA with Fidelity and I want to see what my total contributions have been over the lifetime of the account. How do I look up this info on the website? I can't find the number anywhere and I've clicked through just about every link and page possible, ugh. I don't want to go through every statement individually. Thanks!
I would look at the annual tax form (For, 5498) for each year, they have your total annual contribution on them, and then add those together. It’s still multiple forms, but at least it isn’t checking each individual statement
Post by puppylove64 on Jan 4, 2020 22:43:08 GMT -5
^^^this. In the past, it was up to the account holder to keep up with this information. It was until the past few years that they are better keeping up with that info and making it more available to you. That means it won’t be accurate for older accounts