qbteachmt
Level 15

"I have read on this"

This, what? You never answered if that is Form 5498? When you ask in a discussion community, it helps to follow up with the people trying to be helpful.

If that is a Form 5498, it is only informational. It would be how you, the professional tax preparer, confirm (do your due diligence) that the taxpayer contributed what they told you, how they told, and to which account type that they told you, and you confirm they also are eligible to do what they did, or would need to take corrective action.

It's not a Tax Filing form. It's proof of activity.

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