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

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.

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 …

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,...

Shows Roth IRA contributions (and rollovers from a QTP) you made in 2025 and through April 15, 2026. Do not deduct on your income tax return.

2024年11月7日 · Form 5498 reports IRA contributions, rollovers, Roth IRA conversions, and required minimum distributions to the IRS.

The IRS Form 5498 is an informational form that a financial organization uses to provide information about individual retirement accounts (IRAs) to account owners and the IRS each year. This includes basic account balance information as well as amounts of contributions, rollovers, and related transactions. Form 5498 is not actually filed with your federal tax return.

Since the IRS Form 5498 is the only IRS form that tracks the Roth contributions, it is essential to keep good records of contributions made. This form can be helpful for reconciling discrepancies or proving contributions were made in case of an audit.