Skip to main content
June 1, 2019
Solved

How do i report an ira rollover

  • June 1, 2019
  • 1 reply
  • 0 views
I had a pension buyout and rolled over funds into an ira, how do i report that? I did not rec. a 1099-r, just a 5498
Best answer by dmertz

The Form 1099-R is not late until after January 31.  Wait for it to arrive before completing your tax return by entering the Form 1099-R.

1 reply

dmertzAnswer
Employee
June 1, 2019

The Form 1099-R is not late until after January 31.  Wait for it to arrive before completing your tax return by entering the Form 1099-R.