DavidD66
Expert Alumni

Retirement tax questions

You don't need to enter information from your Form 5498 (IRA Contribution Information) into TurboTax - generally you will find the information you need to enter into your return about your IRA contributions on Form 1099-R.  There is no filing requirement for Form 5498 - just retain it for your records.

 

If you don't have your Form 1099-R, you will need to obtain a copy.  You can contact your IRA custodian or download a copy by logging in to your account.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"