Jones form 5498-2026

1. Click ‘Get Form’ to open the jones form 5498 in the editor.
2. 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.
3. 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.
4. In Box 3, report any conversions from your traditional IRA to a Roth IRA. This should reflect amounts converted within the specified timeframe.
5. 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.
6. 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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