You'll need to sign in or create an account to connect with an expert.
You enter the 1099-R exactly as it is. Form 5498 is information only.
Federal tax withholding is money that is withheld from the distribution, not something that is paid to you. Possibly they withheld too much and returned the difference to you. If that is the case and they did not actually withhold the box 4 amount then they should have issued a corrected 1099-R. You should contact the payer to be sure.
If this was done in 2017, then it will probably be reported on your 2017 1099-R.
You enter the 1099-R exactly as it is. Form 5498 is information only.
Federal tax withholding is money that is withheld from the distribution, not something that is paid to you. Possibly they withheld too much and returned the difference to you. If that is the case and they did not actually withhold the box 4 amount then they should have issued a corrected 1099-R. You should contact the payer to be sure.
If this was done in 2017, then it will probably be reported on your 2017 1099-R.
Still have questions?
Make a postAsk questions and learn more about your taxes and finances.
bfordmn
New Member
irs2018ttax
New Member
d4jesus2017
New Member
bettydom74
New Member
db82e1acdf5b
New Member
Did the information on this page answer your question?
You have clicked a link to a site outside of the TurboTax Community. By clicking "Continue", you will leave the Community and be taken to that site instead.