Retirement tax questions

When did the rollover occur?   If in 2019 the 401(k) administrator was required to issue a 1099-R no later then Jan 1, 2020.   Contact the plan administrator for a copy.

 

If this was a regular 401(k) containing before tax money and not a designated Roth, then the conversion to a Roth will be taxable income.

 

A 5498 is information only and does not get reported anywhere.

 

A 401(k) rollover does not require a 8606.

**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.**