[
    {
        "role": "user",
        "content": "I%20need%20to%20find%20in%20my%20Able%20Account%20and%20I%20use%20Virginia%27s%20Able%20Now%20to%20find%20out%20my%20level%20of%20contributtions%20during%202025%20calendar%20year%2C%20how%20do%20I%20figure%20that%20out%3F"
    },
    {
        "role": "assistant",
        "content": "Here\u2019s how you can find out your **ABLEnow contribution amount for calendar year 2025** in your Virginia ABLEnow account, and where to see that information.  \n\n---\n\n## Steps to Find Your 2025 Contributions\n\n1. **Log in to your ABLEnow account**\n   - Go to the ABLEnow website (ABLEnow.com).\n   - Click the **\u201cMy Account\u201d** link (or similar option) to sign in to the secure consumer portal. ([ablenow.com](https://www.ablenow.com/resources/blog/manage-your-account-from-home?utm_source=openai))\n\n2. **Access the tax statements**\n   - Look for a section called **\u201cDocuments,\u201d \u201cTax Statements,\u201d** or **\u201cMessage Center\u201d** once logged in. ([ablenow.com](https://www.ablenow.com/blog/articles/2025-tax-statements/?utm_source=openai))\n   - There you\u2019ll find **Form 5498-QA**, which reports contributions (and rollovers or transfers) made in 2025. ([ablenow.com](https://www.ablenow.com/blog/articles/2025-tax-statements/?utm_source=openai))\n\n3. **Review Form 5498-QA**\n   - On this form, **Box 1** shows the total contributions made in 2025. This includes:\n     - All cash or bank transfers contributed in 2025.\n     - Rollovers from a 529 plan or transfers from another ABLE plan, if applicable. ([irs.gov](https://www.irs.gov/instructions/i1099qa?utm_source=openai))\n   - Box 2 and Box 3 may show additional details (rollovers, etc.). ([irs.gov](https://www.irs.gov/instructions/i1099qa?utm_source=openai))\n\n4. **Download or print the statement**\n   - You can view, download, or print the statement for your records from the portal. Virginia\u2019s ABLEnow also offers paper copies by request. ([ablenow.com](https://www.ablenow.com/blog/articles/2025-tax-statements/?utm_source=openai))\n\n---\n\n## Key Deadlines Related to Tax Forms\n\n- **Form 1099-QA** (withdrawals and closures) is available by ~**January 12, 2026**, if those actions occurred in 2025. ([ablenow.com](https://www.ablenow.com/blog/articles/2025-tax-statements/?utm_source=openai))  \n- **Form 5498-QA** (contributions) becomes available by ~**February 10, 2026**. ([ablenow.com](https://www.ablenow.com/blog/articles/2025-tax-statements/?utm_source=openai))  \n- Note: If contributions are carried out via check, they must be **postmarked** by **December 31, 2025** to count toward the 2025 contribution year. For bank transfers or direct deposits, ABLEnow has specific deadlines (for example, December 24 for bank transfers) to allow time for processing. ([ablenow.com](https://www.ablenow.com/blog/articles/time-is-running-out-in-2025?utm_source=openai))\n\n---\n\nIf you want, I can walk you through accessing your account portal step by step (or point out where exactly to click) if you're having trouble finding the right forms."
    }
]