rperea99
New Member

Form 5498

I rolled over some 401k and 403b accounts to a financial company to  Trad IRA  around July of 2025 and now turbo tax wants the value of the trad, SEP and simple ira on Dec 31 2025 from form 5498.  I have never received a form 5498 and when I log into the financial company it will not be ready until May 2026. What do I answer to move forward on this, since Turbo tax show " a value is required' ?