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Form last updated: 03/2024. Please verify this is the current version before use.
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What is a 5498 used for?
Form 5498 is used by IRA custodians or trustees to report contributions, rollovers, conversions, and required minimum distributions for an Individual Retirement Account (IRA) to the IRS. It is sent to both the IRS and the IRA owner by May 31 each year, providing important information for tax purposes.
Who needs to fill out a 5498 form
IRA custodians and trustees are responsible for completing and filing this form with the IRS.
How to fill out a 5498 online?
Follow these steps to complete your 5498 form online.
Frequently Asked Questions
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Form 5498 reports IRA contributions, rollovers, conversions, and required minimum distributions, and is prepared by your IRA custodian or trustee.
The IRA custodian or trustee is responsible for filing this form with the IRS.
Form 5498 must be filed with the IRS by May 31 each year.
No, you do not need to sign this form; it is filed by your IRA custodian or trustee.
If you do not have an IRA or made no contributions, you will not receive this form. If you believe you should have received it, contact your IRA custodian.
