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Get your taxes done using TurboTax
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.
‎April 12, 2023
10:26 AM