IRS 5498 Forms

IRS 5498 Forms

Choose the necessary version or schedule of 5498 forms that you would like to electronically fill out and send to the IRS

Fill out your IRS 5498 Forms on the web

You may have encountered the following situations:

  1. You mailed the IRS 5498 Forms, and it didn't reach the recipient.
  2. You made a mistake in the template and you need to redone and send it again.
  3. You lost the original copy.

It's a common thing for paperwork. People spend a lot of money on keeping paper records. And most importantly, it takes a lot of time.

If previously you couldn't do without paperwork, now you can transfer the document flow to electronic format. There are online services available for individuals and businesses that allow you to prepare and submit tax reports from your browser. This saves time on sending and searching, money, and space in the bookcase.

Even if you need a paper version of the IRS 5498 Forms, our electronic document management service makes it easy to print the necessary copy. Fill in your forms online and always keep your data safe.

Questions & answers

Why did I not receive a 5498? You will not receive a 5498 form if you did not make any contributions to your IRA for the tax year, if you do not have an IRA or if we have an incorrect mailing address on file for your annuity contract. Click here to download a form to change your address of record.
Form 5498. IRA Contributions Information reports to the IRS your IRA contributions for the year along with other information about your IRA account. Your IRA custodian 14not you 14is required to file this form with the IRS, usually by May 31. You won't find this form in TurboTax, nor do you file it with your tax return.
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, required minimum distributions (RMDs), and the fair market value (FMV) of the account. For information about IRAs, see Pubs.
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, required minimum distributions (RMDs), and the fair market value (FMV) of the account. For information about IRAs, see Pubs.
Form 5498. IRA Contributions Information reports to the IRS your IRA contributions for the year along with other information about your IRA account. Your IRA custodian 14not you 14is required to file this form with the IRS, usually by May 31. You won't find this form in TurboTax, nor do you file it with your tax return.
Your IRA trustee or custodian is the one responsible for mailing Form 5498 to the IRS, along with a copy to you. You don't have to do anything with the form itself. Just keep it with your tax records.
It's an informational return, which means it doesn't need to be filed by you, the individual taxpayer. You should keep the 5498 tax form for your records.
Form 5498 is for informational purposes only. You are not required to file it with your tax return. This form is not posted until May because you can contribute to an IRA for the previous year through mid-April. This means you will have finished your taxes before you receive this form.
Form 5498 is for informational purposes only. You are not required to file it with your tax return. This form is not posted until May because you can contribute to an IRA for the previous year through mid-April. This means you will have finished your taxes before you receive this form.
Form 5498 tells you the fair market value of all the investments in your IRA account. If your IRA is not a Roth IRA, the IRS requires you to begin withdrawing money from the account starting with the calendar year you turn 72 (these required distributions were suspended for 2020).