IRS Form 5498-QA

2025 Printable Template

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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-QA used for?

Form 5498-QA is used by issuers of ABLE accounts to report contributions, including rollovers, to the IRS. It provides account holders with information about their ABLE account contributions and fair market value for the tax year.

Who needs to fill out a 5498-QA form

Issuers of ABLE accounts, such as state agencies or entities managing qualified ABLE programs, are responsible for completing this form.

How to fill out a 5498-QA online?

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Step 1
Step 1
Access the pre-loaded Form 5498-QA in the PDF editor.
Step 2
Step 2
Enter the beneficiary's name and Social Security number.
Step 3
Step 3
Provide the ABLE account number.
Step 4
Step 4
List the types of contributions made during the year.
Step 5
Step 5
Calculate and input the total contributions, including rollovers.
Step 6
Step 6
Review all information for accuracy before saving.
IRS Form 5498-QA Information

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Frequently Asked Questions

Find quick answers to common questions about our PDF editor.

It is a tax document that reports contributions to an ABLE account, including rollovers and transfers, and helps the IRS monitor compliance with contribution limits.

The form is due by May 31 of the year following the contributions.

No, the form does not require a signature as it is filled out by the issuer of the ABLE account.

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