
Get Vanguard Form Cobo 2018-2025
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You'll get a 5498 if you owned a retirement account (like an IRA or employer-sponsored plan account) and: Made a contribution (including catch-up contributions) to an IRA between January 1, 2023, and April 15, 2024. Converted to a Roth IRA. Completed a rollover into an IRA. Recharacterized a contribution.
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