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Name: Fillable Online Form 5498 and Roth IRA Contributions Fax Email Print - pdfFiller
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Discussion regarding the late issuance of Form 5498 and its implications for reporting Roth IRA contributions on 2007 taxes.

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How to fill out re form 5498 not

How to fill out re form 5498 not:

01

Obtain the form: The re form 5498 not can be obtained from the Internal Revenue Service (IRS) website or by visiting a local IRS office.

02

Fill in personal information: Provide your name, address, Social Security number, and other required personal information in the designated fields on the form.

03

Report contributions: Enter the amount of contributions you made to your Individual Retirement Account (IRA) or other retirement accounts during the tax year. This includes any rollover contributions as well.

04

Report rollovers and conversions: If you rolled over funds from one retirement account to another or converted funds from a traditional IRA to a Roth IRA, provide the necessary details and amounts on the form.

05

Report fair market value: Enter the fair market value of your retirement account(s) as of December 31st of the tax year.

06

Submit the form: Once all the necessary information is filled out accurately, sign and date the form. Make sure to keep a copy for your records.

Who needs re form 5498 not:

01

Individuals with retirement accounts: Anyone who has an Individual Retirement Account (IRA) or any other type of retirement account, such as a simplified employee pension (SEP) IRA or a savings incentive match plan for employees (SIMPLE) IRA, may need to fill out re form 5498 not.

02

Taxpayers who made contributions: Individuals who made contributions to their retirement accounts during the tax year are typically required to report these contributions on the re form 5498 not.

03

Individuals who made rollovers or conversions: Taxpayers who rolled over funds from one retirement account to another or converted funds from a traditional IRA to a Roth IRA also need to report these transactions on the re form 5498 not.

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