Form 5498 for 2012-2025

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The document provides information regarding Form 5498, which is used to report contributions to individual retirement arrangements (IRAs) and related information to the IRS. It emphasizes that the online version of the form should not be filed, as it is not scannable, and outlines the penalties for improper filing. The document includes detailed instructions for both participants and trustees or issuers on how to complete and submit the form, including deadlines and specific reporting requirements.

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Versions	Form popularity	Fillable & printable
2023	4.4 Satisfied (59 Votes)
2022	4.3 Satisfied (47 Votes)
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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)

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What is a recharacterized contribution on form 5498?

Contributions that are reported on Form 5498 include a contribution that has been recharacterized from the FIRST IRA to the SECOND IRA. When a recharacterization occurs, the trustee of the SECOND IRA issues a Form 5498. The instructions to Form 5498 provide detailed information on how the form should be completed.

Do I need to enter 5498-SA in TurboTax?

No, you dont need to enter Form 5498-SA into TurboTax. The 5498-SA reports contributions to: Health Savings Accounts (HSA)

What is 5498 tax form 2018?

The information on Form 5498 is submitted to the Internal Revenue Service by the trustee or issuer of your individual retirement arrangement (IRA) to report contributions, including any catch-up contributions, required minimum distributions (RMDs), and the fair market value (FMV) of the account.

Do you report form 5498 on a tax return?

No. You arent required to do anything with Form 5498 because its for informational purposes only.

What is the difference between a 1099-SA and a 5498-SA?

The IRS Form 1099-SA is used for reporting HSA distributions; the IRS Form 5498-SA is used for reporting contributions. If you did not have contributions during the year, then you will not see the IRS Form 5498-SA.

Does form 5498 SA need to be reported?

Generally speaking, if the money was used (distributed) for qualified medical purposes or to roll over into another tax-free HSA or medical savings account, you would not need to report that information on your income tax return.

Do I have to report form 5498-SA on my tax return?

The trustee of your HSA, Archer MSA, or MA MSA may provide other information about your account on this form. Note: Dont attach Form 5498-SA to your income tax return. Instead, keep it for your records.

Does form 5498 need to be reported?

No. You arent required to do anything with Form 5498 because its for informational purposes only. Please be sure to keep this form for your records as youll need this information to calculate your taxable income when you decide to take distributions from your IRA.

Form 5498 for 2012-2025

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