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tmyakich
New Member

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

 
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Accepted Solutions
ThomasM
New Member

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

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

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2 Replies
ThomasM
New Member

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

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

jerry2000
Alumni

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

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

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