AmyC
Expert Alumni

Retirement tax questions

Please reply with which boxes are marked on your Form 5498 to help clarify the situation, along with any other information to help clear things up.

 

Please see this link on Form 5498 and see which boxes you have marked on your form 5498.

What Is IRS Form 5498: IRA Contributions Information 

 

A Keogh is a pre-tax plan that is similar to 401K and IRA. Here is what the IRS says about a Keogh, in pub  560.

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