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Level 1
February 9, 2023
Question

Where do I submit my rollover contribution form 5498

  • February 9, 2023
  • 2 replies
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2 replies

DoninGA
Level 15
Level 15
February 9, 2023

The Form 5498 is an informational form only and is not entered on a tax return.

VolvoGirl
Level 15
February 9, 2023

If you did a rollover you should get a 1099R from the old account.  A rollover is not a new contribution.  Or did you also make a separate new contribution?  Was it to a IRA?