DianeW777
Expert Alumni

Get your taxes done using TurboTax

Follow the procedure indicated by @ReneV4 and you reach resolution without any need to perform the nominee actions. The nominee procedure is not exactly the action necessary for this situation and you have already taken the steps to confirm the dividend was part of the rollover.

 

As indicated be sure to check your Form 5498 when received to confirm the dividend was part of the rollover.

 

@syoung123 

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