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401K rolled over into IRA in 2010

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    #1

    401K rolled over into IRA in 2010

    If my memory serves me correctly, the TP should have received a 1099-R vs form 5498 which 5498 is mailed out the month of May following the contribution.
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    #2
    Originally posted by AZ-Tax View Post
    If my memory serves me correctly, the TP should have received a 1099-R vs form 5498 which 5498 is mailed out the month of May following the contribution.
    1099R is needed for the rollover.
    This post is for discussion purposes only and should be verified with other sources before actual use.

    Many times I post additional info on the post, Click on "message board" for updated content.

    Comment

      #3
      Agreed

      Currently working on two returns with such.

      The distribution should be coded "G" on the Form 1099-R.

      The Form 5498 does have a different time frame, but should (eventually) show the same information.

      FE

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