- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Retirement tax questions
Form 5498 only reports contributions (including rollover contributions) to IRAs. There is no equivalent form that 401(k) plans generate. Since 401(k) plans provide no reporting to the IRS of rollovers, the IRS sometimes requires you to provide your own supporting documentation to substantiate the completion of the rollover.
‎June 3, 2019
11:48 AM