CatinaT1
Expert Alumni

Retirement tax questions

The IRS does not need to know where you rolled your money to.  The code G in box 7 confirms it is a rollover.  A rollover is not taxable so that is the reason there is no amount in box 2a.  Evidently the account you rolled over was not an IRA/SEP/Simple.  Was it maybe a 401k account?  Form 5498 is not required to be included with your return.

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