DavidD66
Expert Alumni

Retirement tax questions

You don't need a 5498 to file your tax return and indicate that you did a rollover of your IRA distribution.  After you enter(ed) the 1099-R, there is a page that asks "What Did You Do With The Money From [Retirement Plan]"? See Screen Shot below. Be sure you indicate that you "rolled over all of this money to an IRA or other retirement account (or returned it to the same account)."

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