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June 3, 2019
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How do I report Form 5498? My mother passed away and I received part of her IRA. I only pan to take out the annual RMD? Rolled into my Fidelity account.

  • June 3, 2019
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Best answer by KittyM

Form 5498 is an informational document only.  It has information you may need for your return, but it is not entered on your return.  Please keep it with your tax records.

1 reply

KittyMAnswer
Employee
June 3, 2019

Form 5498 is an informational document only.  It has information you may need for your return, but it is not entered on your return.  Please keep it with your tax records.