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Do I need to amend my tax return if I received form 5498 after already filing?
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posted
June 20, 2022
8:17 AM
last updated
June 20, 2022
8:17 AM
3 Replies
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Do I need to amend my tax return if I received form 5498 after already filing?
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?
June 20, 2022
8:21 AM
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Do I need to amend my tax return if I received form 5498 after already filing?
I made contributions. Did not receive 1099R. Thanks!
June 20, 2022
8:24 AM
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Do I need to amend my tax return if I received form 5498 after already filing?
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.
June 20, 2022
8:30 AM
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