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New Member
posted Feb 11, 2025 9:52:58 AM

I have a new form a 5498 for a Annuity . It says that I must take out the RMD by 12/31/2025. Do I have to report this somewhere on my tax form this year?

Do I have to report the information from a 5498 for for RMD date of 12/31/2025?

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1 Replies
Expert Alumni
Feb 11, 2025 10:40:01 AM

Form 5498 doesn't get entered into TurboTax.  It's for your records. 

 

Refer to the TurboTax articles for more information What do I do with Form 5498? and What Is IRS Form 5498: IRA Contributions Information?