@Anonymous wrote:
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Also, you should get a Form 5498 showing the contribution to the Roth IRA. They are two different sections of TT, but if you follow the prompts it will walk you thru each part.
The 5498 does not get entered into TurboTax - it is information to you and is not usually issued until May of the year following the rollover. It should be retained as proof of the rollover.
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
