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DRock511
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I've already filed and received my 2019 tax back. I just received a 5498 form for 2019 for an IRA which was a rollover from a 401k. Do I need to file an adjusted return?

received on 31 Aug 2020
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1 Reply

I've already filed and received my 2019 tax back. I just received a 5498 form for 2019 for an IRA which was a rollover from a 401k. Do I need to file an adjusted return?

Did you report the IRA rollover on the 2019 tax return from the Form 1099-R that you received?

If so, there is no need to file an amended tax return.  The Form 5498 is an informational form only and is not reported on a tax return.

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