turbotax icon
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

mayfung1
Returning Member
Member profile
Latest badges earned
  • @fanfare:Thank you for your speedy responses.The Form 5498 only has amounts in box 2 for Rollover Contributions and box 5 for FMV of account.The statement that ...
    mayfung1
    1
    Updated Apr 12, 2023
  • @fanfare,@DanaB27,@ErnieS0:Thank you for your responses. Please let me expand on the background:I took a 401(k) distribution after 59 1/2 in 2022.The bulk of th...
    mayfung1
    4
    Updated Apr 12, 2023
  • Thank you.I do have a 1099-R that showed the cash portion that I received, but it does not reflect the amount that was directly rolled over into IRAs. The Form ...
    mayfung1
    7
    Updated Apr 12, 2023
Activity Feed for mayfung1
Membership stats