Which form do I need to fill out if I received a Form 5498-SA?

 
TeresaM
Expert Alumni

Retirement tax questions

Form 5498-SA is a statement of contributions. In the case of employment contribution, the amount shown on 5498-SA should have already been on your W2 so there's no need to enter it anywhere else. The 5498-SA is for your information only; you don't actually enter it directly.


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