I had some quick questions about RothIRAs.
My understanding is that I DO NOT need to submit anything for the the Roth IRA with my tax forms . I use H & R Block to file my taxes online and they used 2 different worksheets to check my contributions - but it doesn't appear that they are actually filed with the form.
I also want to know what records I personally should keep over the years. My wife's RothIRA was started many years ago by her father, and I do not know the contributions, etc. and would have to contact Fidelity to get all of the info.
Or do the companies keep all of the records, and I just don't even need to worry about this during my building phase?
Thanks in advance!