Did not receive 5498 total ira value form

Forum|Forum|7 years ago
June 3, 2019
1 reply
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TurboTax Premier Online

Anonymous

You don't need to enter information from your Form 5498 (IRA Contribution Information) into TurboTax - generally you will find the information you need to enter into your return about your IRA contributions on Form 1099-R.

There is no filing requirement for Form 5498.

Ask your investment company to re-send you the form, and just retain it for your records.

For more information about Form 5498, please see the following TurboTax FAQ, "What do I do with Form 5498?":

https://ttlc.intuit.com/replies/3301419

jw-faulkner

Level 2

My rollover IRA trustee is no longer providing a Form 5498 (starting with Tax Year 2017). I think they will only give them to people who have a Required Minimum Distribution for the next year, based on their age. Until then, the only information they are really reporting to you is confirmation that you don't have to take a distribution, and also the fair market value of the account -- which you can get from your December statement.