Roth 401k contribution reported on Form 5498

I received a 5498 with a dollar amount in box 10 ("Roth IRA contributions"). Since I don't have a Roth IRA with this financial institution, this was unexpected.

However, the same institution *is* my Roth 401K provider. So I asked them [thru my company's HR dept] what was going on. And the answer was:

The Roth is part of the [employer's] plan. This form just shows her the contributions and fair market value of her Roth account at

12-31-06. This form is required to be sent to all that have Roth assets.

I'm still suspicious. Is this true -- that a 5498 is sent to those with Roth assets, regardless of whether those assets are held in a

401K or an IRA?
Reply to
khazzah
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