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Missing 5498 and 1099-R forms for 401k rollover to traditional IRA and between traditional IRAs
Good evening,
I did a review of my records and noticed that I have a few 5498 and 1099-R forms missing relating to several 401k rollovers into my traditional IRA and for rollovers between different traditional IRAs I was holding a while back. Could this become an issue with IRS at a later time when I take distributions from my IRA or should I be OK if I reported the rollovers properly in the past on my tax returns?
Thank you very much.
Cheers,
Max
‎February 7, 2023
8:08 PM