- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Your plan issues a form 5498 to report contributions and rollovers, but it is not required that you have this form to file. Most brokers send them in May, because you are allowed to make retroactive contributions to IRAs and if they sent them in January, they would sometimes have to be corrected.
You are able to file your return without the 5498, using contribution information from your own records. It is not included or attached to your tax return.
‎April 22, 2022
9:23 AM
1,119 Views