- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
Community Basics
If you do the roll over within 60 days, when you get the 1099-R for that distribution tell the program that you rolled it over and you will not get taxed. The 5498 is an informational form and doesn’t have to be filed.
February 7, 2024
2:11 PM