Julie - Again, thanks for your reply. If I understand correctly, you are drawing a distinction between info on a Form 1099-R, which needs to be reported, and Form 5498 which you suggest does not need to be reported. In helping to understand this distinction can you point me to where the IRS says that information on the Form 5498 does not need to be reported? The IRS topic I mentioned earlier doesn't mention an exception for information on a Form 5498. Rather it says rollovers need to be reported, even if not taxed. That is why I am struggling with the contrary view noted on Turbo Tax.
