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 ...

Rollovers are subject to Roth IRA annual contribution limits ... be generated if funds are distributed from a 529 plan, and the Form 5498 will be received from the Roth contributions ...

Since the rollover reduces the amount of new contributions you can make for the ... She says that some administrators may require a paper form and others may not. "The key is to ensure the money ...

Thanks to the Health Opportunity Patient Empowerment Act of 2006, you can fund a Health Savings Account (HSA) by rolling over money from your IRA tax free.

You still may receive a tax reporting form (a 1099-R), but the ... minus half of the nondeductible $1,000 contribution amount, or $500. For a long time, rollovers from 401(k) plans or other ...

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 ...

Further, 529-to-Roth rollovers are considered Roth IRA contributions ... with this statement from the 2023 instructions for Forms 1099-R and 5498: “A distribution made after December 31 ...