Form 5498 reports IRA contributions, conversions, and rollovers into retirement accounts. While this form is important to support IRA basis and rollovers if ever audited, it is generally not needed when you file your tax return. Betterment on Facebook Betterment on X Betterment Email Share Betterment Clipboard Share Copied!
What happens if I earn an IRA match in my traditional IRA but then want to convert it to my Roth IRA?
