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New Member
posted Jun 20, 2022 8:17:14 AM

Do I need to amend my tax return if I received form 5498 after already filing?

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3 Replies
Level 15
Jun 20, 2022 8:21:09 AM

Not normally.  Depends what it is for.  Did you make a contribution or do a rollover?  If you got any 1099R did you report them?

New Member
Jun 20, 2022 8:24:13 AM

I made contributions. Did not receive 1099R. Thanks!

Level 15
Jun 20, 2022 8:30:36 AM

The form 5498 is informational only used to support the contribution/distribution amounts  you entered on the tax return ... if you correctly reported the contribution in the program there is nothing to amend.