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Retirement tax questions
No 2016 Form 5498 received in May of 2017 will show this rollover contribution because the rollover was not completed until 2017. The rollover contribution will appear on the 2017 Form 5498 that you will be receiving in May of 2018. This makes no difference to how you report the rollover. Simply enter the 2016 Form 1099-R that you received for the distribution and in the follow-up indicate that amount that you rolled over. (TurboTax does not ask *when* you rolled it over.)
‎June 6, 2019
12:27 AM