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 …

2025年3月3日 · 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 · This form's job is to tell the IRS how much you contributed, an important detail if you're eligible for a deduction. It's also used to report rollovers, track required minimum distributions (RMDs), and record your accounts' fair market value. So what's on Form 5498—and what are you supposed to do with it?

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). An IRA includes all investments under one IRA plan. It is not necessary to file a Form 5498 for each investment under one plan.

2025年2月7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, including contributions,...

You don't need to enter information from your Form 5498 (IRA Contribution Information) into TurboTax like you do with a W-2 or 1099s. In most cases, you'll find the info needed for your return on other paperwork, such as a year-end summary statement or a Form 1099-R.

2006年3月24日 · Form 5498’s title is IRA Contribution Information, and it’s usually sent by your IRA trustee to report your IRA activity to the IRS. You get a copy of this form too.

2016年5月10日 · Form 5498 reports information about IRA contributions, rollovers, Roth IRA conversions and required minimum distributions (RMD). Custodians of all types of IRAs – traditional, Roth, and SEP & SIMPLE – use this form for reporting. The type of …

2024年11月8日 · IRS Form 5498, IRA Contribution Information is an official tax form that’s used to report individual retirement account contributions to the IRS. This form is issued by your IRA trustee or custodian and is sent directly to the IRS each year that you make contributions to …