u/loveasheepie

Amended return needed?

In June 2025 I rolled over a 401k to an IRA, as I am no longer employed by the employer affiliated with the 401k. At the same time a Roth 401k was rolled into a Roth IRA, with the same financial company. In February I looked on the portal to see if there were tax forms, I did not find any, so assumed I did not have any. Now just a week ago, 3 months after filing my taxes, I received two forms 5498 disclosing my rollover amounts. I did not pay any taxes on these accounts, and I do not owe any taxes, as there were no dispersals. Do I need to file an amended return? Thanks so much for any advice.

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u/loveasheepie — 9 days ago