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scskov
New Member

I am being prompted to enter info from Form 5498 (Roth Conv) but am being told it will not be mailed until later in the year. Ok to leave it blank now and file?

 
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2 Replies
dmertz
Level 15

I am being prompted to enter info from Form 5498 (Roth Conv) but am being told it will not be mailed until later in the year. Ok to leave it blank now and file?

The amount converted to Roth from any retirement distribution should be available in your personal records such as account statements.  There should be no need to wait for Form 5498.  Form 5498 only would be providing information that confirms what you should already know from your records.  If need be, contact your Roth IRA custodian for copies of your account statements showing your Roth conversion contributions.

scskov
New Member

I am being prompted to enter info from Form 5498 (Roth Conv) but am being told it will not be mailed until later in the year. Ok to leave it blank now and file?

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