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Attention: This form is provided for informational purposes only. Copy A appears in red, similar to the official IRS form. Do not file copy A downloaded from this website. The official printed version
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How to fill out tsp 5498

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How to fill out tsp 5498:

01
Obtain the tsp 5498 form from the official website of the Thrift Savings Plan.
02
Fill in your personal information, including your name, address, and social security number, in the designated fields.
03
Provide the information regarding your employer, such as the name and address, if applicable.
04
Indicate the type of contribution you are making to the Thrift Savings Plan. This can be a rollover, a transfer, or a Roth contribution.
05
Enter the amount of your contribution and specify whether it is a traditional or Roth contribution.
06
If you are making a contribution on behalf of someone else, fill in their information and relationship to you.
07
Include any additional information or attachments required by the form, such as a completed IRS Form W-9.
08
Verify that all the information provided is accurate and legible.
09
Sign and date the form before submitting it to the designated entity as instructed.

Who needs tsp 5498:

01
Individuals who contribute to the Thrift Savings Plan (TSP) need tsp 5498.
02
Employers or plan administrators who oversee employee contributions to the TSP may also need tsp 5498 to keep accurate records and report contributions to the IRS.
03
Financial institutions that handle rollovers or transfers from other retirement plans to the TSP may require tsp 5498 to document the transaction.
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TSP 5498 is a form used to report contributions and other activity in a Thrift Savings Plan account.
Financial institutions and plan administrators are required to file TSP 5498 for each account holder.
TSP 5498 can be filled out electronically or manually, following the instructions provided by the IRS.
The purpose of TSP 5498 is to report contributions, rollovers, and other activity in a Thrift Savings Plan account to the IRS.
Information such as contributions, rollovers, and account activity must be reported on TSP 5498.
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