qbteachmt
Level 15

Here is an article that should be helpful, and read to the bottom for Tax Reporting Forms:

https://www.investopedia.com/articles/retirement/03/092403.asp

That will help you determine if you need Form 8606 and how to understand the 5498 (two of them) and the 1099-R. Your program has a 1099-R worksheet.

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