Form 5498 for 2012-2025

Get Form
form 5498 Preview on Page 1

Here's how it works

01. Edit your form 5498 online
Type text, add images, blackout confidential details, add comments, highlights and more.
02. Sign it in a few clicks
Draw your signature, type it, upload its image, or use your mobile device as a signature pad.
03. Share your form with others
Send form 5498 turbotax via email, link, or fax. You can also download it, export it or print it out.

The best way to modify Form 5498 for 2012 in PDF format online

Form edit decoration
9.5
Ease of Setup
DocHub User Ratings on G2
9.0
Ease of Use
DocHub User Ratings on G2
  1. Click 'Get Form' to open IRS Form 5498 (2012) in the editor.
  2. Enter the trustee's or issuer's name, address, and federal identification number in the designated fields.
  3. Fill in Box 1 with your traditional IRA contributions made for 2012 and through April 15, 2013. Ensure this amount is accurate as it may be deductible on your tax return.
  4. Complete Box 2 with any rollover contributions made during the year. This includes direct rollovers to a traditional or Roth IRA.
  5. In Box 3, indicate the amount converted from a traditional IRA to a Roth IRA in 2012.
  6. Continue filling out Boxes 4 through 14 as applicable, ensuring all amounts are correctly reported based on your contributions and distributions.
  7. Once completed, you can print, download, or share the form directly from our platform for free.

Empower yourself with DocHub to streamline your form completion process today!

See more form 5498 for 2012 versions

We've got more versions of the form 5498 for 2012 form. Select the right form 5498 for 2012 version from the list and start editing it straight away!
Versions Form popularity Fillable & printable
2023 4.4 Satisfied (59 Votes)
2022 4.3 Satisfied (47 Votes)
2021 4.8 Satisfied (88 Votes)
2020 4.4 Satisfied (203 Votes)
2019 4.3 Satisfied (176 Votes)
2018 4.1 Satisfied (74 Votes)
2017 4.2 Satisfied (54 Votes)
2016 4.4 Satisfied (94 Votes)
2015 4.1 Satisfied (42 Votes)
2014 4.2 Satisfied (30 Votes)
2013 4.2 Satisfied (69 Votes)
2012 4 Satisfied (28 Votes)
2011 4.3 Satisfied (32 Votes)
2010 3.9 Satisfied (36 Votes)
be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.
Contact us
Form 5498 IRA Contribution Information is information for your personal records and is not required to prepare your tax return. Taxpayers should retain this information for their personal records, but there are no tax consequences to the taxpayer until the funds are distributed from the account. Form 5498 - IRA Contribution Information - TaxAct TaxAct support form-5498-ira-contri TaxAct support form-5498-ira-contri
Form 5498 reports IRA contributions, rollovers, Roth IRA conversions, and required minimum distributions to the IRS. Your IRA trustee or custodian is responsible for mailing Form 5498 to the IRS, along with a copy to you. No action is required, but keep the form with your tax records. What Is Form 5498: IRA Contribution Information? - Investopedia Investopedia purpose-irs-form-5498 Investopedia purpose-irs-form-5498
Your IRA provider will provide you with your Form 5498 if you are eligible to receive one. They may send it to you via mail or digitally. You may also be able to find it on their website.
Do I have to attach Form 5498 to my income tax return? No. You arent required to do anything with Form 5498 because its for informational purposes only.
The issuerretirement brokerages or banksmust file Form 5498 to the IRS by May 31 each yearand you will receive a copy of the form. Form 5498: For retirement account contributions - HR Block HR Block tax-center irs form-5498 HR Block tax-center irs form-5498

People also ask

Prior year tax returns are available from the IRS for a fee. Taxpayers can request a copy of a tax return by completing and mailing Form 4506, Request for Copy of Tax Return, to the IRS address listed on the form. Theres a $30 fee for each copy. These are available for the current tax year and up to seven years prior.
0:16 2:20 If technology isnt your best friend you can also fill out form 456T. Its a request for transcriptMoreIf technology isnt your best friend you can also fill out form 456T. Its a request for transcript of tax return the IRS will then mail you the info. Its like sending a letter to your past self.
There are no availability restrictions on prior year requests. Most requests will be processed within 10 business days . . 8 Form W-2, Form 1099 series, Form 1098 series, or Form 5498 series transcript. The IRS can provide a transcript that includes data from these information returns. Request for Transcript of Tax Return - IRS IRS pub irs-pdf IRS pub irs-pdf

Related links