Check both “SIMPLE” and “Roth IRA” if you are filing Form 5498 to report information about a Roth SIMPLE IRA.

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 …

2024年10月22日 · Form 5498 can help you keep track of contributions you've made to a traditional IRA, Roth IRA, SEP IRA, or SIMPLE IRA. Even your IRA gets paperwork. If you contributed to an IRA during a particular tax year, you should receive Form 5498 from the financial institution that holds your plan.

2025年3月3日 · The form includes details on various types of IRA contributions, such as those to traditional IRAs, Roth IRAs, SIMPLE IRAs, and SEP IRAs. Rollovers and conversions to an IRA, though not deductible, are considered contributions and are reported on Form 5498.

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,...

2025年1月31日 · Form 5498 records contributions made to individual retirement accounts (IRAs) during the tax year. Issued by financial institutions, it informs the IRS about IRA activities, including contributions, rollovers, conversions, and the fair market value of …

2024年11月7日 · Form 5498 reports IRA contributions, rollovers, Roth IRA conversions, and required minimum distributions to the IRS. Your IRA trustee or custodian is responsible for mailing Form 5498 to the IRS...

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 …

3 天之前 · Financial institutions must report all Traditional, Roth, SEP, and SIMPLE IRA contributions to the IRS on Form 5498, IRA Contribution Information, by May 31. When the due date for filing Form 5498 falls on a Saturday, Sunday, or legal holiday, the form is considered timely filed if filed on the next business day.

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. Form 5498 reports the type of account you hold to the IRS as well as financial information about your IRA: Contributions; Conversions ; Rollovers