Form 5498

[Waltk34]

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?

[DoninGA]

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

[Waltk34]

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?

[DoninGA · Accepted solution]

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@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?

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