- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Do I need to enter a 1099r form and the 5498 form for the same rollover?
Topics:
1 Best answer
Accepted Solutions
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
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.
2 Replies
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
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.
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
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.
Related discussions
view allStill have questions?
Make a post
Or browse the Forums