Please clarify your question.
- Was the 1099-R for $3,144, or was it a larger amount?
- You should indicate in the interview that a portion of the 1099-R ($7,000) amount was rolled into another qualified account.
- You do not have to post anything on your tax return for the 5498 but keep it for your records.
- What was the $3,100?
- Was it a nondeductible contribution to the retirement account?
- If so it should be listed on the 1099-R
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
