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Retirement tax questions
Form 5498 isn't required to prepare your tax return as it is just an information form. It is typically sent out after the deadline, and sometimes not until much later in the year because it shows contributions made in a year, and the time period to make those contributions is still open.
You do not report a Roth IRA anywhere on your tax return. Turbo Tax asks for that information to be sure you didn't contribute if you weren't eligible, but as long as you are eligible to contribute there is nothing to include on your tax return.
March 28, 2022
4:23 PM