A Form 5498 is an informational form only and is not reported on a tax return.
Did you make a withdrawal or a rollover from a tax deferred retirement account in 2023?
Thank you. What I did is 'rollover' from a Plan IH9900 with voya to a rollover ira with fidelity
(sorry, I'm quite new to all of this)
@fammaris wrote:
Thank you. What I did is 'rollover' from a Plan IH9900 with voya to a rollover ira with fidelity
(sorry, I'm quite new to all of this)
You will need to contact the Plan Administrator at Voya. They should have sent you a Form 1099-R or they have the Form 1099-R available on their website for your account.
I did look in the online account but it's not there. WIll reach out. THank you so much!