Get the free 2018 Form 5498. IRA Contribution Information

Get Form

Show details

Attention: Copy A of this form is provided for informational purposes only. Copy A appears in red, similar to the official IRS form. The official printed version of Copy A of this IRS form is scalable,

We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign 2018 form 5498 ira

Edit your 2018 form 5498 ira form online

Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.

Add your legally-binding signature

Draw or type your signature, upload a signature image, or capture it with your digital camera.

Share your form instantly

Email, fax, or share your 2018 form 5498 ira form via URL. You can also download, print, or export forms to your preferred cloud storage service.

How to edit 2018 form 5498 ira online

Ease of Setup

pdfFiller User Ratings on G2

Ease of Use

pdfFiller User Ratings on G2

Use the instructions below to start using our professional PDF editor:

1

Create an account. Begin by choosing Start Free Trial and, if you are a new user, establish a profile.

2

Prepare a file. Use the Add New button. Then upload your file to the system from your device, importing it from internal mail, the cloud, or by adding its URL.

3

Edit 2018 form 5498 ira. Add and replace text, insert new objects, rearrange pages, add watermarks and page numbers, and more. Click Done when you are finished editing and go to the Documents tab to merge, split, lock or unlock the file.

4

Save your file. Select it in the list of your records. Then, move the cursor to the right toolbar and choose one of the available exporting methods: save it in multiple formats, download it as a PDF, send it by email, or store it in the cloud.

With pdfFiller, dealing with documents is always straightforward.

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.

Learn more about security & compliance

How to fill out 2018 form 5498 ira

01

To fill out the 2018 form 5498 IRA, follow these steps: 1. Start by entering your personal information, including your name, address, and social security number.

02

Next, provide information about your IRA account, such as the account number and the custodian or trustee's name.

03

Indicate the type of contribution you made during the tax year by checking the appropriate box. You may have made a regular contribution, a rollover contribution, or a SEP contribution.

04

Enter the contribution amount in the designated box. If you made multiple contributions, make sure to report the total amount.

05

If you made a recharacterization, conversion, or re-conversion, provide the necessary details in the corresponding sections.

06

If you received an excess contribution, indicate this by checking the appropriate box and enter the excess amount.

07

Report any outstanding required minimum distributions for the tax year.

08

If you received a corrective distribution, provide the details in the designated section.

09

If you have any exemptions or waivers, fill in the necessary information.

10

Review the form for accuracy and completeness before signing and dating it.

11

Keep a copy of the form for your records and submit it to the IRS by the specified deadline.

Who needs 2018 form 5498 ira?

01

Individuals who made contributions to an IRA account during the tax year need to fill out the 2018 form 5498 IRA. This form is also required for individuals who received relevant distributions, made conversions or recharacterizations, have exemptions or waivers, or had outstanding required minimum distributions.

Fill form : Try Risk Free

Rate the form

4.2

Satisfied

25 Votes

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

How can I get 2018 form 5498 ira?

It's simple using pdfFiller, an online document management tool. Use our huge online form collection (over 25M fillable forms) to quickly discover the 2018 form 5498 ira. Open it immediately and start altering it with sophisticated capabilities.

Can I edit 2018 form 5498 ira on an Android device?

You can make any changes to PDF files, such as 2018 form 5498 ira, with the help of the pdfFiller mobile app for Android. Edit, sign, and send documents right from your mobile device. Install the app and streamline your document management wherever you are.

How do I complete 2018 form 5498 ira on an Android device?

Use the pdfFiller mobile app and complete your 2018 form 5498 ira and other documents on your Android device. The app provides you with all essential document management features, such as editing content, eSigning, annotating, sharing files, etc. You will have access to your documents at any time, as long as there is an internet connection.

What is form 5498 ira contribution?

Form 5498 is an informational tax form that reports contributions to individual retirement accounts (IRAs).

Who is required to file form 5498 ira contribution?

Financial institutions that maintain IRAs are required to file form 5498 to report contributions made to IRAs.

How to fill out form 5498 ira contribution?

Form 5498 should be filled out by the financial institution providing the IRA by reporting the contributions made to the account.

What is the purpose of form 5498 ira contribution?

The purpose of form 5498 is to report contributions made to IRAs to the IRS for tax reporting purposes.

What information must be reported on form 5498 ira contribution?

Information reported on form 5498 includes the account holder's name, address, contributions made to the IRA, and the fair market value of the account.

Fill out your 2018 form 5498 ira online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now