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June 5, 2019
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I am not sure I need to submit a Form 5498 along with the 1099-R form.

  • June 5, 2019
  • 1 reply
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I withdrew all my contributions from my IRA in 2016.  Do I need to submit a Form 5498 along wth the1099-R form?
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There's no reporting requirement on a 5498 form.  It summarizes amounts going into an IRA.  It's an information form for your records.

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Answer
June 5, 2019

There's no reporting requirement on a 5498 form.  It summarizes amounts going into an IRA.  It's an information form for your records.