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luvrtrio
New Member

I received a 5498 from a pension rollover. Do I need a 1099r from my previous employer? Deposit was made within 60 days and there were no withdrawals.

 
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1 Reply
Coleen3
Intuit Alumni

I received a 5498 from a pension rollover. Do I need a 1099r from my previous employer? Deposit was made within 60 days and there were no withdrawals.

Yes, if you took the money and personally rolled it over as opposed to a custodian to custodian transfer, you will need to indicate that on your return. You should have gotten a 1099-R to report the distribution.

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