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This version of the form is not currently in use and is provided for reference only. Download this version of
IRS Form 5498
for the current year.
IRS Form 5498 Ira Contribution Information
What Is IRS Form 5498?
This is a tax form that was released by the Internal Revenue Service (IRS) - a subdivision of the U.S. Department of the Treasury on January 1, 2018. Check the official IRS-issued instructions before completing and submitting the form.
FAQ
Q: What is IRS Form 5498?
A: IRS Form 5498 is a form used to report contributions to Individual Retirement Accounts (IRAs).
Q: Who needs to file IRS Form 5498?
A: Financial institutions that hold IRAs, as well as individuals who make contributions to their IRAs, may need to file IRS Form 5498.
Q: What information does IRS Form 5498 report?
A: IRS Form 5498 reports contributions made to IRAs, including traditional IRAs, Roth IRAs, and SEP-IRAs.
Q: When is IRS Form 5498 due?
A: IRS Form 5498 is generally due on May 31st of each year.
Q: What should I do if I receive IRS Form 5498?
A: If you receive IRS Form 5498, you should review the information for accuracy and keep it for your records.
Q: Are contributions reported on IRS Form 5498 tax-deductible?
A: Contributions reported on IRS Form 5498 may be tax-deductible, depending on the type of IRA and your personal circumstances. It is recommended to consult a tax professional for guidance.
Q: Can I e-file IRS Form 5498?
A: No, IRS Form 5498 cannot be e-filed. It must be filed by mail.
Form Details:
- A 6-page form available for download in PDF;
- This form cannot be used to file taxes for the current year. Choose a more recent version to file for the current tax year;
- Editable, printable, and free;
- Fill out the form in our online filing application.
Download a fillable version of IRS Form 5498 through the link below or browse more documents in our library of IRS Forms.
Download IRS Form 5498 Ira Contribution Information
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