Form 5498-2025

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The document provides instructions and information regarding Form 5498, which is used to report contributions to individual retirement arrangements (IRAs) to the IRS. It emphasizes the importance of using official printed versions of the form for filing, outlines the types of contributions reported, including traditional IRA contributions, rollovers, and required minimum distributions (RMDs), and details the responsibilities of both trustees and participants in completing and submitting the form.

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Click 'Get Form' to open it in the editor.
Enter the trustee's or issuer's name and address in the designated fields. Ensure accuracy as this information is crucial for IRS records.
Fill in your taxpayer identification number (TIN) and your name. This ensures that your contributions are correctly attributed to you.
Complete Box 1 with your IRA contributions made during the year, including any catch-up contributions if applicable.
In Box 2, report any rollover contributions made to your IRA. This includes direct rollovers from other retirement accounts.
For Roth IRA conversions, enter the amount in Box 3. Make sure to consult tax guidelines for potential tax implications.
Continue filling out Boxes 4 through 15 as applicable, ensuring all amounts are accurate and reflect your financial activities for the year.
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See more form 5498 versions

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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)

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Do I need to report form 5498 on my tax return?

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.

Is a 5498 the same as a 1099?

Form 1099 is used to report distributions and associated tax withholdings, while Form 5498 reports contributions, rollovers, FMVs, and RMDs. Both serve different purposes but are essential for accurate tax reporting. If you take a distribution and make contributions in the same year, you will likely receive both forms.

How do I enter form 5498 on my tax return TurboTax?

0:00 1:06 Where to enter. Form 5498 in Turbo Tax. Step one launch the Turbo. Tax. Program step two go to theMoreWhere to enter. Form 5498 in Turbo Tax. Step one launch the Turbo. Tax. Program step two go to the federal Tab and select deductions.

What is the purpose of the 5498 form?

Form 5498 is an informational document that reports your IRA contributions, rollovers, Roth conversions, and RMDs. You dont need to file this form with your tax return, but its important to keep it with your tax records.

Where does form 5498 get reported?

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.

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Should I report form 5498 on taxes?

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.