moonpetty58
Level 3
03-22-2021
11:13 AM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Thank You
It was not reported in 2019. Client did not produce a 1099 for 2019. This form 5498 was provided with client's 2020 tax data, The 5498 is for 2019 and shows funds as rollover contributions in box 2.
Question: Since this is the only data that shows a rollover in 2019, do I amend 2019 tax return?