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I have a form 5498 not a 1099 from Allianz

 
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1 Reply
ddaven12
New Member

I have a form 5498 not a 1099 from Allianz

You don't need to enter information from your Form 5498 (IRA Contribution Information) into TurboTax like you do with a W-2 or 1099s. In most cases, you'll find the information needed for your return on other paperwork, such as a year-end summary statement or a Form 1099-R.

Keep Form 5498 with your records for future reference when you need to determine the end of year value or your investment basis in non-deductible or Roth IRAs.


Please reply below if you have any questions.


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