Question

Form 5498

Forum|Forum|2 years ago
October 25, 2023
1 reply
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I received a 5498 for my IRA Contribution Information in 2022, but after I had already filed my tax return for 2022, so is there anything I need to do with this form?

Ask the Experts - Extension - Sept 2023

evelynm

Hello Terry -

This form is not required to be reported. I would check to make sure the amount on the form does match the amount reported on your tax return. Other than that no action needed. Here is a link below for further information: https://turbotax.intuit.com/tax-tips/investments-and-taxes/what-is-irs-form-5498-ira-contributions-information/L1we1IO3U

Have an amazing day. Evelyn M (CPA 20+ years)I would love a thumbs up :) + Mark the post that answers your question by clicking on "Mark as Best Answer"