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This form is used to report contributions to individual retirement accounts (IRAs), including traditional IRAs and Roth IRAs, as well as required minimum distributions and the fair market value of

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How to fill out form 5498

01

Obtain Form 5498 from the IRS website or your financial institution.

02

Fill in the taxpayer's identifying information, including name, address, and Social Security number.

03

Indicate the type of account (e.g., traditional IRA, Roth IRA) in the appropriate box.

04

Report the fair market value of the account as of December 31 of the tax year.

05

Enter any contributions made during the tax year.

06

Provide information on any rollovers, conversions, or recharacterizations.

07

Sign and date the form if required, or follow the instructions provided by your financial institution.

08

File the form with the IRS and send a copy to the account holder by the deadline.

Who needs form 5498?

01

Any individual who has contributed to an IRA or similar retirement account during the tax year.

02

Financial institutions that manage IRAs must file Form 5498 to report account contributions and balances.

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What is form 5498?

Form 5498 is an informational tax form used by the Internal Revenue Service (IRS) to report contributions to Individual Retirement Accounts (IRAs) and other retirement plans.

Who is required to file form 5498?

Financial institutions that manage IRAs or similar accounts are required to file Form 5498.

How to fill out form 5498?

To fill out Form 5498, gather the necessary information about each IRA account, including contributions made during the tax year, the fair market value of the account, and rollover contributions, then complete the form following the instructions provided by the IRS.

What is the purpose of form 5498?

The purpose of Form 5498 is to report contributions and the value of IRAs to the IRS, helping to track contributions for tax purposes and ensuring compliance with retirement account regulations.

What information must be reported on form 5498?

Form 5498 must report information such as the type of IRA, the contributions made during the tax year, rollovers, the fair market value of the account as of December 31, and any required minimum distributions (RMDs).

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