DanaB27
Expert Alumni

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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