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turbokaust2019
New Member

How do I report Form 5498? My mother passed away and I received part of her IRA. I only pan to take out the annual RMD? Rolled into my Fidelity account.

 
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KittyM
Level 2

How do I report Form 5498? My mother passed away and I received part of her IRA. I only pan to take out the annual RMD? Rolled into my Fidelity account.

Form 5498 is an informational document only.  It has information you may need for your return, but it is not entered on your return.  Please keep it with your tax records.

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KittyM
Level 2

How do I report Form 5498? My mother passed away and I received part of her IRA. I only pan to take out the annual RMD? Rolled into my Fidelity account.

Form 5498 is an informational document only.  It has information you may need for your return, but it is not entered on your return.  Please keep it with your tax records.

View solution in original post

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