Hi all! I'm trying to file my 2021 taxes through TurboTax, but would just like some guidance on if I have all the necessary documents to support all my "reportable events" (please correct me if I'm wrong in my terminology). I just would like to avoid being possibly penalized by the IRS (or receive any type of letter that delays my refund or questions my 2021 taxes). Also, I just want to avoid trouble in general (or regret that I didn't check beforehand to avoid issues in the future). I've kind of compiled a list of events that occurred to my accounts in the 2021 tax year. Would you mind reviewing the below list and let me know what I'm missing? I know that this isn't a place for tax advice (or professional advice) but I just would appreciate if someone could look at the below list and confirm if the documents are exactly what I would need to file my 2021 taxes 🙂 .........(I changed jobs in 2021 so I had to rollover my previous employer's HSA and 401k FYI)
My 2021 reportable tax events (please let me know if any one of them are not considered "reportable" and therefore I don't need to submit/provide documents when I file 2021 taxes through TurboTax):
- Previous employer’s 401k rollover to a Rollover IRA (that I opened through TD Ameritrade)
- Reportable Event: (Yes?)
- Documents to show to the IRS: (5498 from Rollover IRA? is that correct? )
- Trustee-to-Trustee transfer from old Beneficiary IRA to new Beneficiary IRA (I simply changed from using Ameriprise to using TD Ameritrade)
- Reportable Event: (? I have no idea)
- Documents to show to the IRS: (? I have no idea)
- 2021 distribution taken from my Beneficiary IRA account
- Reportable Event: (? I have no idea)
- Documents to show to the IRS: (1099-SA?)
- Rollover of old employer’s HSA to new employer’s HSA
- Reportable Event: (yes?)
- Documents to show to the IRS: (1099-SA from the old employer’s HSA , I presume?)
- Contributions made to old employer’s 401k (as well as contributions made to new employer’s 401k):
- Reportable event: (yes?)
- Documents to show to the IRS: (5498 I presume?)
- Contributions made to Old employer’s HSA (as well as contributions made to new employer’s HSA)
- Reportable event (yes?)
- Documents to show to the IRS (5498 I presume?)
I really appreciate any help you can provide! Again, I'm not seeking tax advice at all and am just trying to see if I have all the documents that I need before submitting these documents to TurboTax, and just want to do all the stuff the right way the first time because I don't want to be in trouble with the IRS.
Thank you all in advance!
Kindest regards,
Melissa
