I have received my 1099-R, but not my 5498.

The 5498 is only used for reporting regular or rollover contributions and value of an IRA, Roth IRA, SEP or SIMPLE IRA. This form does not need to be filed with the owner's Tax Return (1040) - it simply needs to be reported. Security Benefit is only required to notify IRA, Roth IRA, SEP and SIMPLE IRA owners of their Fair Market Value. IRA contributions and rollovers are reported to the client by May 31 of each year.

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