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August 2018 Published Since 1984ALSO IN THIS ISSUE 2018 Form 5498-Page 2 Email Consulting Guidance Divorce Take Distribution from Pension Plan or IRA? Page 5 CFS Guide for the IRS Distribution Codes

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How to fill out 2018 form 5498

01

Start by downloading the 2018 form 5498 from the IRS website.

02

Fill out your personal information, including your name, address, and social security number.

03

Provide details about your IRA contributions, including the type of IRA (traditional, Roth, SEP, or SIMPLE), the contribution amounts, and the tax year for which the contributions are being reported.

04

If you made any rollovers, conversions, or recharacterizations during the tax year, make sure to include those details in the appropriate section of the form.

05

Review the completed form for accuracy and double-check all the information provided.

06

Sign and date the form before mailing it to the address specified in the instructions.

07

Keep a copy of the filled-out form for your records.

Who needs 2018 form 5498?

01

Individuals who have certain types of Individual Retirement Arrangements (IRAs) need to fill out form 5498 for the tax year 2018.

02

This includes individuals who made contributions to traditional IRAs, Roth IRAs, Simplified Employee Pension (SEP) IRAs, and Savings Incentive Match Plans for Employees (SIMPLE) IRAs.

03

Form 5498 is also necessary for individuals who rolled over funds from one type of IRA to another or converted traditional IRA funds to a Roth IRA.

04

Furthermore, individuals who recharacterized their IRA contributions in 2018 also need to include the details on form 5498.

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What is form 5498?

Form 5498 is an IRS form used to report individual retirement account (IRA) contributions, including traditional IRAs, Roth IRAs, and other types of retirement accounts.

Who is required to file form 5498?

Financial institutions such as banks or brokers that manage IRA accounts are required to file Form 5498 for each IRA account holder.

How to fill out form 5498?

To fill out Form 5498, institutions must report the account holder's name, address, Social Security number, the type of IRA, amount contributed during the year, and other relevant details regarding the accounts.

What is the purpose of form 5498?

The purpose of Form 5498 is to report contributions to IRA accounts and to help the IRS track taxpayer contributions for tax purposes.

What information must be reported on form 5498?

Form 5498 must report the IRA owner's information, type of account, total contributions made during the year, rollovers, and the fair market value of the account as of December 31.

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