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Retirement tax questions
1) Issuing 1099-R is optional for direct transfers [in some cases].
2) 5498 is Not optional, but may come later in filing season to allow inclusion of retroactive contributions.
I would handle by contacting all custodians first to query re: forms status, then plan April filing.
[added] Answer below is better stated.
2) 5498 is Not optional, but may come later in filing season to allow inclusion of retroactive contributions.
I would handle by contacting all custodians first to query re: forms status, then plan April filing.
[added] Answer below is better stated.
‎June 3, 2019
10:29 AM