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Retirement tax questions
You don't need to enter Form 5498 on your tax return. Rollovers are reported on Form 1099-R but if it was a direct rollover then sometimes you don't get Form 1099-R since it isn't a taxable event. You might want to check with your custodian.
Please see "What do I do with Form 5498?" for additional information.
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March 9, 2023
5:57 AM
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