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New Member
posted Mar 7, 2023 4:57:58 PM

How do I file a 2022 IRA Fair Market Value and 2023 Required Minimum Disctribution Statement for my IRA? The amount is $3257.40.

Do I need to include this information on my tax return?

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2 Replies
Level 15
Mar 7, 2023 5:05:31 PM

The FORM 5498  is NOT entered anywhere on the tax return ... it is an informational form only. 

Expert Alumni
Mar 7, 2023 5:13:10 PM

Please clarify your question.  Did you receive a 1099-R?