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Self-Directed IRA

Log Contributions and Annual Valuations

Track new contributions and update fair market value at year-end.

Updated July 14, 2026

Log a contribution

  1. Open IRA > Contributions.
  2. Click 'New contribution.'
  3. Pick the tax year, contribution type (regular, rollover, transfer), and amount.
  4. Save. Running totals update against the IRS annual limit for your account type.

Update annual valuations

  1. Open each holding in IRA > Holdings.
  2. Enter the December 31 fair market value.
  3. Attach the appraisal or valuation source.
  4. Save. The custodian export uses these numbers for Form 5498.

Late or missing valuations are the most common SDIRA reporting problem. Set a January calendar reminder.

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