Get the up-to-date irs form 5498 2017-2025 now

Show details

4.3 out of 5

176 votes

The document provides instructions regarding Form 5498, which is used to report contributions to individual retirement arrangements (IRAs) to the IRS. It emphasizes that Copy A of the form must be an official printed version for scanning purposes, while other copies can be downloaded and printed for recipients. The document outlines various types of contributions reported on the form, including traditional IRA contributions, rollover contributions, Roth IRA conversions, and required minimum distributions (RMDs). It also includes details on filing deadlines and penalties for improper submissions.

Here's how it works

01. Edit your 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 5498 form via email, link, or fax. You can also download it, export it or print it out.

How to fill out IRS Form 5498 (2017) with DocHub

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Filling out IRS Form 5498 (2017) can be straightforward with the right guidance. This form is essential for reporting contributions to your Individual Retirement Arrangement (IRA), including rollovers and required minimum distributions. Our platform simplifies this process, ensuring you can complete your form efficiently.

Follow the steps to fill out your IRS Form 5498 (2017) effortlessly.

Sign up or log in to our platform to access the form library.
Click ‘Get Form’ to open IRS Form 5498 (2017) in the editor.
Begin by entering the trustee’s or issuer’s name and address in the designated fields.
Fill in your taxpayer identification number (TIN) and account number as required.
Complete each box according to your contributions: Box 1 for traditional IRA contributions, Box 2 for rollover contributions, and so on. Refer to the instructions provided on the form for specific details about each box.
Once all fields are filled, review your entries for accuracy.
You can print, download, or share the completed form directly from our platform.

Start using our platform today to fill out your IRS Form 5498 (2017) online for free!

See more irs form 5498 2017 versions

We've got more versions of the irs form 5498 2017 form. Select the right irs form 5498 2017 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.

Where do I report form 5498 SA on my tax return?

Where does Form 5498-SA go on a tax return? Participants of an HSA, Archer MSA or MA MSA do not have to file Form 5498-SA with their individual income tax return. However, if distributions from any of these accounts were taxable, they should be noted on Schedule 1 of Form 1040, Part I, line 8e.

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

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.

Do you have to report fair market value of IRA on tax return?

The IRS requires owners of all retirement plansself-directed or notto report the fair market value (FMV) of assets held in their account(s) at the end of each year.

How do I treat form 5498 on my tax return?

You dont file Form 5498 with your tax return but keep your copy for your records and to ensure accurate reporting on your tax return.

Do I have to report 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.

5498 form 2019

Irs form 5498 2017 pdf IRS Form 5498 PDF When is Form 5498 issued Do I need to report Form 5498 on my tax return Irs form 5498 2017 pdf download Irs form 5498 2017 instructions Irs form 5498 2017 download How to enter Form 5498 on tax return

Related forms

be ready to get more

Complete this form in 5 minutes or less

Get form

When did IRS start requiring form 5498?

Starting in 2015, IRA trustees, custodians and issuers (in the case of individual retirement arrangements) are required to fill out boxes 15a and 15b on Form 5498, IRA Contribution Information PDF. Certain specified assets require completion of boxes 15a and 15b.

Does form 5498 need to be reported to the IRS?

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

Where do I enter 5498 in tax act?

From within your TaxAct return (Online or Desktop), click Federal (on smaller devices, click in the top left corner of your screen, then click Federal). Click the IRA Contributions dropdown, then click Deductible traditional IRA contributions. Continue with the interview process to enter your information.

Get the up-to-date irs form 5498 2017-2025 now

Here's how it works

How to fill out IRS Form 5498 (2017) with DocHub

Follow the steps to fill out your IRS Form 5498 (2017) effortlessly.

See more irs form 5498 2017 versions

Complete this form in 5 minutes or less

Got questions?

Where do I report form 5498 SA on my tax return?

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

Do you have to report fair market value of IRA on tax return?

How do I treat form 5498 on my tax return?

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

Complete this form in 5 minutes or less

People also ask

When did IRS start requiring form 5498?

Does form 5498 need to be reported to the IRS?

Where do I enter 5498 in tax act?

form 5498

Try more PDF tools