Forms to Keep
What forms are important to keep that financial institutions may not? I had the nasty experience of not having original cost basis info for some company stock (multiple acquisitions, financial institution transfers, etc) and I don't want to be caught off guard again not having saved a form I should have.
Relevant Info:
- Traditional IRA (nearly $200k) - composed of actual contributions ($7k/year or whatever it was at the time + 401k rollovers)
- Roth IRA (nearly $280k) - same note as traditional
- 401k ($125k)
- Brokerage - nearly $500k
- Company Stock (some from an acquisition) - about $40k
I think (please correct me)
-
Cost basis for brokerage and company stock, especially the acquisition. I'll need this for taxes when I sell. Right now most likely retirement age for the brokerage.
-
5498s if I plan to sell the Roth before retirement age
Anything else? I may opt to retire early if my finances are looking like it/I don't mind living lean, so don't want that off the table forms-wise.
Posted Feb 15, 2026, 3:15 AM UTC
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