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D43 · Form 5498 for 2025 - Northlake Securities IRA (Ngozi Okafor)

Northlake Securities · 5498 · belongs to taxpayer · tax year 2025 · received 2026-05-29 12:10 from client · 5498_2025.pdf · 1 page

landed on the return

Northlake SecuritiesD43 · page 1 / 1

Form 5498 tax year 2025. Box 1 IRA contributions 7,000.00. Box 3 Roth conversion amount (to Roth IRA ending 2291) 14,026.00. Box 5 fair market value 12/31/2025 0.00.

Where this document landed

2 return lines: F8606.1, F8606.6

Evidence for checks: IRA-BASIS

Extraction: extracted · 2 values

Used by engine: v1 — · v2 — · v3 ✓

2 extracted values

ev-0993 · p1 · box1

Box 1 IRA contributions

7,000