Do I need to enter a 1099r form and the 5498 form for the same rollover?

posted

Connect with an expert

1 Best answer

Accepted Solutions

No, just enter the 1099-R. The 5498 is an information form for your records; there's no reporting requirement for that.

2 Replies

No, just enter the 1099-R. The 5498 is an information form for your records; there's no reporting requirement for that.

You must enter all 1099-Rs that you get. A 5498 is for your info only.

Still have questions?

Questions are answered within a few hours on average.

*Must create login to post

Unlock tailored help options in your account.