Will I receive form 5498?

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Joined: Wed Dec 13, 2017 11:44 am

Will I receive form 5498?

Post by kchnew » Fri Oct 12, 2018 12:32 am

Early this year, I direct rolled over my 401k with previous employer to an rollover IRA at etrade, and then direct transferred this IRA to vanguard last month to keep everything in one firm. I just realized that my previous employer 401k plan is going to issue me an 1099-R for 2018, and I need a corresponding 5498 from etrade to show the fund was deposited into this IRA.

By law, is etrade required to issue 5498 for this IRA account, even though this IRA account has been transferred out and closed? Thanks a lot!

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Joined: Sun Jan 29, 2017 11:15 am

Re: Will I receive form 5498?

Post by DavidHutton » Fri Oct 12, 2018 1:08 am

Call etrade.

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