Skip to main content
February 9, 2025
Question

my 5498 shows an RMD of $9,261, with a date of 12/31/25. why is this even on my year 2024 IRS form? Should I put this figure on the 2024 return?

  • February 9, 2025
  • 1 reply
  • 0 views
Note by 1099R shows payments in excess of $100K

    1 reply

    February 9, 2025

    Form 5498 is sent to you for information purposes only and is filed by your trustee with the IRS.

     

    The RMD number is most probably your RMD for 2025 which must be distributed by 12/31/25.

     

    You do not enter any numbers on form 5498 on your tax return.

     

    Please read this TurboTax article for more information.

     

    **Say "Thanks" by clicking the thumb icon in a post**Mark the post that answers your question by clicking on "Mark as Best Answer"