CJ_O
New Member

Why is Turbo Tax asking for a form 5498 when our fund manager says we're not getting one? We took an additional $2,900 beyond our RMD to convert to ROTH IRA

We took an additional $2,900 from our IRA and converted the $2,900 to a ROTH IRA.  Within Turbo Tax I declared all $2,900 to not be an RMD and Turbo Tax is now asking for a form 5498, but the managers at American Funds say I'm not getting one as none of our activity has generated the need for one.