I received a form 5498 for a direct rollover. I did not receive a form 1099r. Should I file a 1099r for the direct rollover?

gaiba — Thu, 06 Jun 2019 09:11:12 GMT

If the direct rollover was made as a trustee-to-trustee t...

MargaretL — Thu, 06 Jun 2019 09:11:14 GMT

If the direct rollover was made as a trustee-to-trustee transfer involving no payment or distribution to you, you should not be receiving Form 1099-R and there is nothing to report on your tax return. Otherwise you should receive form 1099-R and you would report it as such in TurboTax. Also, you should not file 5498, that form is for informational purposes only.

In case you need 1099-R data entry:

Federal Taxes
Wages and Income
Scroll down to Retirement Plans and Social Security
Select IRA, 401(k), Pension Plans (1099-R)

topic I received a form 5498 for a direct rollover. I did not receive a form 1099r. Should I file a 1099r for the direct rollover? in Retirement tax questions

I received a form 5498 for a direct rollover. I did not receive a form 1099r. Should I file a 1099r for the direct rollover?

If the direct rollover was made as a trustee-to-trustee t...