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 …

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.

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 …

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.

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.

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). Your IRA custodian or trustee...

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,...

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.

An IRS Form 5498 is an IRS tax form that reports contributions, rollovers, conversions, recharacterizations, and year-end fair market value for traditional IRA, SEP-IRA, SIMPLE IRA, Roth IRA, and Inherited IRA contracts.

2024年11月8日 · Form 5498 is an IRS tax document used to report contributions to an individual retirement arrangement (IRA). It is only necessary to file Form 5498 for each individual IRA plan, not for each investment under that plan.