TomD8
Level 15
Level 15
Intuit Approved! This answer has been verified for accuracy by an Intuit expert employee

Retirement tax questions

Correct - the form is for your records.  Your IRA trustee or custodian files Form 5498 with the IRS, not you.

**Answers are correct to the best of my ability but do not constitute tax or legal advice.

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‎January 28, 2020 7:56 AM
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