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Retirement tax questions
My rollover IRA trustee is no longer providing a Form 5498 (starting with Tax Year 2017). I think they will only give them to people who have a Required Minimum Distribution for the next year, based on their age. Until then, the only information they are really reporting to you is confirmation that you don't have to take a distribution, and also the fair market value of the account -- which you can get from your December statement.
‎June 3, 2019
11:49 AM