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Erik Jacobson Director Regulatory Relations Pacific Gas and Electric Company 77 Beale St., Mail Code B13U P.O. Box 770000 San Francisco, CA 94177 Fax: 4159733582March 19, 2019Advice 5498E (Pacific

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How to fill out advice 5498-e

01

To fill out advice 5498-E, follow these steps:

02

Start by entering your personal information such as your name, address, and Social Security number.

03

Next, provide information about your retirement plan, including the plan type and plan name.

04

Indicate the contribution type - whether it's an employee contribution, employer contribution, or a rollover contribution.

05

Enter the contribution amount for each type and the year to which the contribution applies.

06

If you have a Roth IRA conversion, provide the necessary details.

07

Finally, sign and date the form before submitting it to the appropriate authority.

Who needs advice 5498-e?

01

Advice 5498-E is needed by individuals who have made contributions to their retirement plans, including IRAs, SEP-IRAs, or Roth IRAs. It is also used by individuals who have converted traditional IRAs to Roth IRAs. This form provides important information to the IRS about contributions and conversions for tax reporting purposes.

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What is advice 5498-e?

Advice 5498-e is a form used to report contributions to an individual retirement account (IRA) and certain other tax-favored accounts to the IRS.

Who is required to file advice 5498-e?

Financial institutions that hold IRAs are required to file advice 5498-e for each individual who has made contributions to an IRA during the tax year.

How to fill out advice 5498-e?

To fill out advice 5498-e, you need to provide information including the account holder's name, address, Social Security number, the type of account, and the amount of contributions made during the year.

What is the purpose of advice 5498-e?

The purpose of advice 5498-e is to report contributions made to IRAs and to ensure compliance with IRS tax regulations.

What information must be reported on advice 5498-e?

Information that must be reported includes the taxpayer's name, address, and taxpayer identification number, the type of IRA, total contributions made, and any rollovers or conversions.

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