Form 5498 details IRA contributions, required minimum distributions (RMDs), Roth IRA conversions, rollovers, and the fair market value (FMV) of IRA accounts. Form 5498 reports IRA contributions ...

The contribution portion of this distribution is $4,762 (rounded up), so $238 of this distribution is earnings and taxable if non-qualified. Rollovers are generally not subject to taxes ...

You will need to file a Form 8606 for every year ... made after December 18, 2015. Contributions made prior to that date are ineligible to rollover into a SIMPLE IRA.

Did you max out your 2024 IRA contribution limit? If not, it's not too late. You still have a few weeks, until April 15, to make a contribution to your Roth and traditional IRAs for 2024.