114636
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Loyboy2
New Member

I have a form 5498 but no 1099-r so I cannot answer all of the questions. This is a straight roll over to an IRA what do I do?

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply

I have a form 5498 but no 1099-r so I cannot answer all of the questions. This is a straight roll over to an IRA what do I do?

A 5498 is an information document of the Fair Market Value of your account on 12/31/2016.

It does not get entered anywhere in TurboTax.

It is used to help determine RMD-Required Minimum Distribution, after you turn 70 1/2.

Go back to 1099R and delete whatever you have entered. 

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question