JulieS
Expert Alumni

Retirement tax questions

You don't have to have the 5498 with the return as long as you know what is on it when you file. If you aren't sure, you can ask you trustee or broker for the information. 

 

You also have the option of filing for an extension, so that you can wait to see the 5498 form before you file your return. 

 

Click here for more information about filing an extension in TurboTax.

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