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Level 1
April 5, 2026
Question

Recieved a form 5498 with box 2 filled in =, where do I enter it?

  • April 5, 2026
  • 2 replies
  • 10 views
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2 replies

Accountant-Man
Level 13
April 5, 2026

I am not a code-head nor a forms-head, so I don't remember what box 2 on F5498 is; however, I do not find the need to look it up in order to help someone.

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Level 3
April 5, 2026

Go to Income > Pensions, IRAs (1099R) > Details > Form 8606 (along the top of the box). It has a spot for you to enter conversions all the way down at the bottom.