Form 5498-SA is just a FYI for TP, correct?

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  • AZ-Tax
    Senior Member
    • Feb 2008
    • 2604

    #1

    Form 5498-SA is just a FYI for TP, correct?

    Form 5498-SA is just a FYI for TP, correct? Does not need to be reported in TP's tax return, correct?
  • kathyc2
    Senior Member
    • Feb 2015
    • 1945

    #2
    It's not reported on TR, but I generally verify that contribution matches the TR for same year.

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