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February 11, 2025
Question

I have a new form a 5498 for a Annuity . It says that I must take out the RMD by 12/31/2025. Do I have to report this somewhere on my tax form this year?

  • February 11, 2025
  • 1 reply
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Do I have to report the information from a 5498 for for RMD date of 12/31/2025?

    1 reply

    SharonD007
    February 11, 2025

    Form 5498 doesn't get entered into TurboTax.  It's for your records. 

     

    Refer to the TurboTax articles for more information What do I do with Form 5498? and What Is IRS Form 5498: IRA Contributions Information?

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