@mstanczak1 wrote:
The money was rolled over from a 403b account into an IRA. So money went into the IRA but none was taken out. I only received a
Form 5498.
Yes. A 1099-R is required and it must be reported. Contact the trustee of the 403(b) plan for the 1099-R. They were required by law to get it to you not later than Jan 31, 2021 - perhaps it got lost in the mail or they had an incorrect address.
**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.**
