qbteachmt
Level 15
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"See if the client has any 5498 forms for 2019."

And to clarify: Because the 2019 tax filing date was extended so far into 2020, the 5498 issued for a 2020 payment made against tax year 2019 based on the 2019 tax form filed in 2020 likely was made available or mailed in August of 2020. A lot of people never make a point of getting that updated form or looking at the tax year it is for.

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