I did a direct rollover from a Roth 401 to a Roth IRA with ETrade. They issued two Form 5498s. The main transfer took place in August, and then in October, a small amount of the dividends that came later got transferred as well. I received a form 5498 showing the August rollover, and then another Form 5498 showing the dividend amount.
When I add them up together, the total number is accurate.
Is this acceptable to the IRS? I have never received two Form 5498s for one direct rollover before.
When I add them up together, the total number is accurate.
Is this acceptable to the IRS? I have never received two Form 5498s for one direct rollover before.
Statistics: Posted by sgilmarti89 — Tue May 28, 2024 3:27 pm — Replies 4 — Views 211