Get the free 2023 Form 5498-QA. ABLE Account Contribution Information

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2A2AVOIDCORRECTEDISSUERS name, street address, city or town, state or province, country, and ZIP or foreign postal code1 ABLE contributions OMB No. $154522622023 2 ABLE to ABLE Rollovers$Form 5498QA3

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How to fill out 2023 form 5498-qa able

01

Obtain form 5498-QA from the IRS website or your financial institution.

02

Fill in the personal information section, including your name, address, and social security number.

03

Report the total contributions made to your IRA account during the tax year in box 1.

04

Provide information about any rollovers or recharacterizations in boxes 2 and 3.

05

Fill out the fair market value of your IRA account as of the end of the tax year in box 4.

06

Make sure to sign and date the form before submitting it to the IRS.

Who needs 2023 form 5498-qa able?

01

Individuals who have contributed to a traditional or Roth IRA account during the tax year will need to fill out form 5498-QA.

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What is form 5498-qa able account?

Form 5498-QA is used to report contributions to ABLE accounts, which are tax-advantaged savings accounts for individuals with disabilities.

Who is required to file form 5498-qa able account?

The trustee or issuer of the ABLE account is required to file Form 5498-QA to report contributions made to the account during the year.

How to fill out form 5498-qa able account?

To fill out Form 5498-QA, provide the account holder's information, total contributions made to the account, and other relevant details as specified in the form instructions.

What is the purpose of form 5498-qa able account?

The purpose of Form 5498-QA is to report contributions to ABLE accounts to the IRS and provide information to account holders for tax purposes.

What information must be reported on form 5498-qa able account?

Form 5498-QA must report the account owner's details, total contributions for the year, and any rollover amounts contributed to the ABLE account.

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