Re: I have a new form a 5498 for a Annuity . It says that I must take out the RMD by 12/31/2025. ...

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?

posted

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?

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How does TurboTax handle SECTION 204 OF SECURE 2.0 for annuities with regard to RMD?

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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?

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?

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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?

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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?

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