Thank you @RogerD1 for these detailed instructions. This is really helpful. So does this mean that I'll receive another Form 5498 in January 2026 for the other $7000 that's associated with the 202...
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Thank you @RogerD1 for these detailed instructions. This is really helpful. So does this mean that I'll receive another Form 5498 in January 2026 for the other $7000 that's associated with the 2025 contribution? And that I'll once again need to enter $7000 next year? And was any of this information supposed to be entered on last year's filing? I think that's where I'm confused now. Just want to make sure I understand this correct, since the contributions were technically for different years, though they were made the same day, and then both converted to another type of account on the same day shortly after as well. And yes, the 2025 1099-R shows distribution code 8, J in box 7. Line 2a and 2b are blank. And IRA/SEP/SIMPLE is blank as well. I did receive a 1099 Consolidated for the regular brokerage account for 2025, on which the 1099-DIV had $213 in total ordinary dividends on 1a, and $161 in qualified dividends on 1b. Besides a detail breakdown of that $213, the rest of the 1099 Consolidated was was blank/zero.