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New Member
posted May 31, 2019 10:17:52 PM

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?

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1 Replies
Level 15
May 31, 2019 10:17:53 PM

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.