Moved my Roth IRA; what goes on my tax return?

If it was done as a direct transfer from one custodian to another, no.

The 5498 serves two purposes. First, it documents money going into your IRA during the year. Second, it shows your year-end balance, which is necessary for calculating required distributions once you're 70 1/2. If this duplicates other documentation you have there's no reason to keep it.

Phil Marti VITA/TCE Volunteer Clarksburg, MD

during the year. Second, it shows your year-end balance, which is necessary for calculating required distributions once you're 70 1/2. If this duplicates other documentation you have there's no reason to keep it.

So nothing at all goes on my income tax return; the 5498 is just for informational purposes? I spent an hour googling this and found one reference from 2003 that said you do nothing, but it was so vague and out of date that I wanted to be sure. Thanks for your help.

The year-end balance is also needed if you make any non-rolled-over distributions from any traditional IRA account and have ever made any non-deductible IRA contributions to any traditional IRA account.