Comments on: What Do You Do with Form 5498?

By: TurboTaxLisa

TurboTaxLisa — Mon, 23 Apr 2012 18:30:29 +0000

Hi Arielly,
We are glad you enjoy the blog. Check back for more interesting topics.
Thank you,
Lisa Greene-Lewis

By: Arielly

Arielly — Sat, 21 Apr 2012 14:57:17 +0000

Congrats on 200! Quite an accomplishment.I went and ehccked our site and found we’re at 228 however, 130 of those have been tips without a bunch of meat to them so we’re at, whoa 98. We’ll have to do a 100th post thing soon. Funky.Again, love your site and writing. Keep it up!

By: TurboTaxLisa

TurboTaxLisa — Wed, 21 Mar 2012 21:51:17 +0000

Hi Lily,
Sorry you are having difficulties. I went through the program and I was able to see where you are asked for roll over information. It should also be in the coded information that was imported. You should be able to go to the “wages and income” tab, explore on my own, on the “Your 2011 Income Summary” scroll down to “IRA, 401K, Pension Plans(1099-R), Click update or start, on “You 1099-R Entries” screen you can go in edit your information. If you are still having difficulties please go through the program and have a live tax professional help you.
Thank you,
Lisa Greene-Lewis

By: Lily Jones

Lily Jones — Wed, 21 Mar 2012 18:58:47 +0000

You have made it very difficult to impossible to enter the “roll over” amount in my return. In documents imported, the amount of roll over does not show anywhere; in my printed documents, it appears ONLY on Form 5498. At the very least, you should provide a facsimile for the taxpayer to complete.