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Follow these simple steps to fill, sign, and send your 5498 form online.

01

Fill out your form

Our user-friendly editor helps you quickly enter personal & business details in the 5498 template.

02

Sign the form

Add your electronic signature to the fillable 5498 form to certify it came directly from you.

03

Send it to the requester

Download and instantly print or share your signed 5498 with the requester.

How to fill out a 5498 online?

Follow these steps to complete your 5498 form online.

Step 01

Ensure the IRA custodian or trustee has your correct information.

Step 02

The custodian or trustee completes the form with the necessary details.

Step 03

The form is filed with the IRS and a copy is sent to the IRA owner by May 31.

IRS Form 5498 Information

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.

What is Form 5498?

Form 5498 reports IRA contributions, rollovers, conversions, and required minimum distributions, and is prepared by your IRA custodian or trustee.

Who is responsible for filing Form 5498?

The IRA custodian or trustee is responsible for filing this form with the IRS.

When is Form 5498 due?

Form 5498 must be filed with the IRS by May 31 each year.

Do I need to sign Form 5498?

No, you do not need to sign this form; it is filed by your IRA custodian or trustee.

What happens if I don't receive Form 5498?

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.

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