Edward Jones Form 5498 2013-2025 free printable template
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2013 Form 5498 from Edward Jones Box 1 reports all 2013 contributions deposited into your traditional IRA between Jan. 1 2013 and April 15 2014. Frequently Asked Questions Why am I receiving my 2013 Form 5498 now As custodian we are required to provide your 2013 Form 5498 by May 31 2014. This allows Edward Jones time to record any 2013 contributions made to your traditional or Roth IRA up to the April 15 2014 deadline. This allows Edward Jones time to record any 2013 contributions made to...
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How to fill out edward 5498 fillable form
How to fill out Edward Jones Form 5498
01
Obtain a copy of Edward Jones Form 5498 from the Edward Jones website or your financial advisor.
02
Fill in your personal information, including your name, address, and Social Security number.
03
Indicate the type of account for which you are reporting contributions.
04
Report any contributions made to your retirement account during the tax year.
05
Include any rollover contributions or conversions, if applicable.
06
Verify that all information is accurate and complete.
07
Submit the form according to the instructions provided by Edward Jones.
Who needs Edward Jones Form 5498?
01
Individuals who have made contributions to an Individual Retirement Account (IRA).
02
Account holders of Edward Jones who need to report their contributions for tax purposes.
03
Individuals who have received a rollover from another retirement account into an Edward Jones IRA.
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What is Edward Jones Form 5498?
Edward Jones Form 5498 is a tax form used to report contributions to Individual Retirement Accounts (IRAs) and other tax-advantaged retirement plans. It is typically filed by financial institutions to the IRS.
Who is required to file Edward Jones Form 5498?
Edward Jones and other financial institutions that manage IRAs are required to file Form 5498 for each individual who has made contributions to an IRA, including Traditional, Roth, SEP, and SIMPLE IRAs.
How to fill out Edward Jones Form 5498?
To fill out Form 5498, the financial institution must gather information about the IRA account holder, including their name, address, Social Security Number, and details of contributions made to the account during the tax year.
What is the purpose of Edward Jones Form 5498?
The purpose of Form 5498 is to inform the IRS about contributions made to individual retirement accounts, which helps ensure proper reporting and compliance with contribution limits and tax regulations.
What information must be reported on Edward Jones Form 5498?
The information reported on Form 5498 includes the account holder's name, address, Social Security Number, the type of IRA, year-end fair market value of the account, and details of contributions made during the tax year.
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