Re: {OT} IRS form 5498 for 2009

On Jun 3, 12:17 pm, "ron" <rand...@xxxxxxxxxxxx> wrote:
She has been making 403b contributions for 10-15 years and NEVER got
anything but a 1099R - the 5498 shows fmv but why would they need that info
until payouts are made (incurring tax liability) and waiting 5 months past
the end of the tax year to send it?

Since I blindly trust Turbo-tax to figure it all out I don't try to keep up
with it.  (This isn't a commercial - but TT did good for us going thru
several trust/estate settlements-got all the forms right)

Why turbo tax when Tax act is free online.
.

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