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Retirement tax questions
Form 5498-QA is an informational form which is not reported on your tax return.
The IRS gets a copy which reports to them what you contributed to your account. You also get a copy which is "For Your Information" only.
Once you start making distributions, you will get a 1099-QA showing what you took out. At that time, you may need to report the 1099 for the distribution.
Don't enter the 5498-QA anywhere, keep it with your tax file.
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‎April 6, 2023
8:19 PM
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