I had a similar question regarding your response here, that perhaps you can help me with. I had my work savings plan rolled over to an IRA in July. I only received a copy of the 5498 form but no 1099-R and I that was all that was available at the Financial Website. Basically the money was rolled over in the same institution and I have not invested it. So it has not been distributed, invested nor have I made interest on it. My understanding from what I have read is that the 5498 is the form the institution uses to report to IRS....that it is not taxable but needs to be reported while filing. I guess I am having a hard time understanding where it is noted. There are all these different places but they say only fill out based on 1099-R. I assume because it's currently not reinvested, stagnant so to speak, it is not doing anything other than having it's own value. So basically I'mjust asking, do you know where I should add that amount? Thanks
