DawnC0
Intuit Alumni

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?''  

  1. Select the first option ''You moved the money to another retirement account''.  
  2. Then below that, select the last option ''You did a combination of things with it''.   
  3. Then you can indicate the amount that was returned to the account.

 

View solution in original post