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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.
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‎February 28, 2024
12:39 PM