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March 20, 2023
Question

Received a Form 5498 for my Dad's CD which was POD to me. I have already filed a 1099 for this payment on my own taxes. Do I need to include this form on his taxes?

  • March 20, 2023
  • 1 reply
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He passed away 2/4/22

1 reply

DoninGA
Employee
March 20, 2023

A Form 5498 is an informational form only, it is not entered on a tax return.