topic Re: Form 5498 in Get your taxes done using TurboTax

Form 5498

Waltk34 — Mon, 09 Mar 2026 06:07:02 GMT

I received a Form 5498 (IRA Contribution Information) but did not receive a Form 1099-R.

Is there anything I need to do on my 2021 tax return?

Re: Form 5498

DoninGA — Tue, 15 Feb 2022 16:33:51 GMT

A Form 5498 is an informational form only and it is not entered on a tax return.

Re: Form 5498

Waltk34 — Tue, 15 Feb 2022 16:45:56 GMT

I understand that Form 5498 is an informational form only and it is not entered on a tax return.

My wife also received a Form 5498, however she also received a related 1099-R.

Should I have received a related 1099-R also?

Re: Form 5498

DoninGA — Tue, 15 Feb 2022 16:47:51 GMT

@Waltk34 wrote:

I understand that Form 5498 is an informational form only and it is not entered on a tax return.

My wife also received a Form 5498, however she also received a related 1099-R.

Should I have received a related 1099-R also?

If you did not receive a distribution from your retirement account in 2021 you will not receive a Form 1099-R.