MarilynG1
Employee Tax Expert

Retirement tax questions

If you indicated at the time you made the contribution that it was for 2021, you would have received Form 5498 after May 31, 2022.  

 

If you did not, then you could assume that your contribution was counted as a 2022 contribution and answer NO to the question in TurboTax about 2021 contributions.

 

The answer to that question is not transmitted to the IRS.  The 5498 is mainly used to keep track of the value of your Roth account.  

 

Click this link for more info on Form 5498

 

 

 

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