Retirement tax questions

No.   A 5498 is information and does not go on a tax return.   Rollovers are reported on a 1099-R and is NOT a new IRA contribution. 


If you made a new IRA contribution it would be reported in box 1 on the 5498 form.

**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.**

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