@macuser_22 Ah! Thanks so much for the helpful info you provided! 🙂 Will the 5498 come from my old 401k custodian, or the new 401k custodian that the money was rolled over into?
Do I include this with my Statement from my current 401k custodian, that states "Contribution-Rollover" on the Statement?
Will the two documents above suffice?
