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tpecorili
Returning Member

I received a gross distribution on my ira and it was taxed. i later rolled in back the same year to my ira. my1099r is now incorrect. they will not issue a 5498.

 
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1 Reply
ColeenD3
Expert Alumni

I received a gross distribution on my ira and it was taxed. i later rolled in back the same year to my ira. my1099r is now incorrect. they will not issue a 5498.

In order to avoid the tax, you would have had to roll it over within 60 days. If you did so, you will have questions in the interview process that lead you to show the rollover.

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