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Retirement tax questions
You should also have received a 2017 5498 form from the IRA custodian in May of 2017 that should show the rollover contribution in box 2. While the 5498 does not show the date of the contribution, the IRA custodian is only supposed to enter the rollover in box 2 if the 60 requirement was met.
(It makes no difference if the 60 days spans tax years - it is reported in the year that the distribution was made - not the year of the rollover - the 5498 does that).
(It makes no difference if the 60 days spans tax years - it is reported in the year that the distribution was made - not the year of the rollover - the 5498 does that).
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
‎June 6, 2019
12:27 AM