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Retirement tax questions
Form 5498 is informational only. When you go through the 1099-R interview, you will be asked "What did you do with the funds?''
- Select the first option ''You moved the money to another retirement account''.
- Then below that, select the last option ''You did a combination of things with it''.
- Then you can indicate the amount that was returned to the account.
‎June 6, 2019
11:14 AM