Information about Form 5498, IRA Contribution Information (Info Copy Only), including recent updates, related forms and instructions on how to file. File this form for each person for whom you maintained any individual retirement arrangement (IRA), including a …

The information on Form 5498 is submitted to the IRS by the trustee or issuer of your individual retirement arrangement (IRA) to report contributions, including any catch-up contributions, rollovers, repayments, required minimum distributions (RMDs), and the …

Your IRA custodian reports contributions that you make on Form 5498 and provides the form to both you and the IRS. The form includes details on various types of IRA contributions, such as those to traditional IRAs, Roth IRAs, SIMPLE IRAs, and SEP IRAs.

2024年10月22日 · If you contributed to an IRA during a particular tax year, you should receive Form 5498 from the financial institution that holds your plan. This form's job is to tell the IRS …

File Form 5498, IRA Contribution Information, with the IRS by May 31, 2025, for each person for whom in 2024 you maintained any individual retirement arrangement (IRA), including a deemed IRA under section 408 (q).

2024年11月7日 · IRS Form 5498: IRA Contribution Information is a tax form to report Individual Retirement Account (IRA) account details to the Internal Revenue Service (IRS).

2024年12月11日 · Form 5498 — formally called "Form 5498: IRA Contribution Information" — is a document that reports the fair market value of an IRA, along with any changes to that IRA, …

Form 5498 is a document used by the IRS to verify the contributions reported on your tax return for your Individual Retirement Arrangement (IRA). It's not a form that you file with your tax return.

What is Form 5498? The 5498 tax form reports IRA contributions, like Roth and traditional IRAs, Simplified Employee Pension (SEP), Savings Incentive Match Plan for Employees (SIMPLE), and deemed IRAs.

2 天之前 · Understand the role of Form 5498 in your tax filing process and learn how to verify and correct IRA contribution details effectively.