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Jones form 5498-2025

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Form 5498 is an informational document that reports contributions, rollovers, conversions, and the fair market value of self-directed IRAs for the year 2013. It is provided by the retirement account custodian to both the account holder and the IRS, but it is not required for tax filing. The document includes FAQs addressing common concerns about contributions, rollovers, and recharacterizations, as well as instructions on accessing tax forms online.

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Begin by filling out Box 1, which reports all contributions made to your traditional IRA from January 1, 2013, to April 15, 2014. Ensure you include any excess contributions.
Next, complete Box 2 for rollover contributions received in your IRA during the same period. Remember that direct custodian-to-custodian transfers are not included here.
In Box 3, report any conversions from your traditional IRA to a Roth IRA. This should reflect amounts converted within the specified timeframe.
Fill out Box 4 for any recharacterized contributions or conversions between different types of IRAs. It's important to note that original contributions will still be reported here.
Finally, review Boxes 5 through 14 for additional information such as fair market value and required minimum distributions (RMDs). Make sure all entries are accurate before saving your document.

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2013	4.9 Satisfied (476 Votes)

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What happens if you dont file form 5498?

Form 5498 is informationalyou dont have to do anything with itbut it may help guide your future distribution decisions. Lets say you want to withdraw from your Roth IRA. Taking out investment earnings beyond your contributions could result in taxes and penalties before retirement age and meeting other criteria.

How do I get my tax forms from Edward Jones?

With Online Access, you have a secure and convenient way to view, print and download your Edward Jones tax forms electronically. Simply sign in, select Documents and go to the Tax Forms section. Important: You must be signed up for Online Access to use the features described below.

What is the point of form 5498?

Depending on the type of IRA you have, you may need Form 5498 to report IRA contribution deductions on your tax return. Form 5498: IRA Contributions Information reports to the IRS your IRA contributions for the year along with other information about your IRA account.

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

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.

Do I have to enter form 5498 on my tax return?

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.

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Does Edward Jones provide form 5498?

As custodian, we are required to provide your 2024 Form 5498 by May 31, 2025. This allows Edward Jones time to record any 2024 contributions made to your traditional or Roth IRA up to the April 15, 2025, tax-filing deadline. Do I need to attach Form 5498 to my tax return? Form 5498 is for informational purposes only.

Jones form 5498-2025

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What happens if you dont file form 5498?

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