JulieS
Expert Alumni

Retirement tax questions

No, you don't have to report your rollover unless you get a 1099-R form. When it is a direct transfer, they don't usually issue a 1099-R form. 

 

Form 5498 not directly reported on your tax return. It just shows your contributions, rollovers and RMD. Keep it for your records. 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"