mayfung1
Returning Member

Get your taxes done using TurboTax

@fanfare:

Thank you for your speedy responses. 

The Form 5498 only has amounts in box 2 for Rollover Contributions and box 5 for FMV of account. 

The statement that made me think I need to file is: 

"... you must file Form 8606 if during 2022 you received a non-taxable IRA distribution..... If you are required to file Form 8606, add the X amount to box 6 of the form...."

 

I want to correct my background information.  I did receive 2 different 1099-Rs, one for the X 'rolled over' amount and one for the Y cash sent to me.