Skip to main content
February 1, 2025
Question

What do I do if it is asking me for form 5498 information and it won't be ready until 5-2025

  • February 1, 2025
  • 1 reply
  • 0 views
I simply transferred money from a Rollover IRA to a Roth IRA and this is new to me

    1 reply

    February 6, 2025

    If you are referring to the "Tell us the Value of your Traditional IRA" screen then you do not need Form 5498. You can find the value of your traditional IRA on December 31, 2024, on your end of the year statement.

     

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