Retirement Account bContribution Formb - Vanguard 2025

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IRS Form 5498 Form 5498 reports contributions made to all types of IRAs. This form will show any rollover and conversion as well as more traditional contributions.
How can I change how much I save? Its easy! Simply log in to your account and select the Manage my money tab. Then select Contributions.
If youve received at least $10 from one of the above income sources, you should have a 1099-R coming your way. You may also receive a 1099-R if you: Rolled retirement funds from one account to another, including Roth conversions and backdoor Roths. Made excess contributions to an IRA or 401(k)
Youll get a 1099-R if you owned a retirement account, like an IRA or employer-sponsored plan account, and: Took a distribution. Removed an excess contribution.
There are several other forms you might receive from Vanguard. Here are the most common. Form 5498, which includes information about transactions in traditional IRAs, Roth IRAs, SEP IRAs, and SIMPLE IRAs. Form 5498-ESA, which includes information about contributions to education savings accounts (ESAs).
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No. You arent required to do anything with Form 5498 because its for informational purposes only.
When you save for retirement with an individual retirement arrangement (IRA), you probably receive a Form 5498 each year. The institution that manages your IRA is required to report all contributions you make to the account during the tax year on the form.
IRA contributions will be reported on Form 5498: IRA contribution information is reported for each person for whom any IRA was maintained, including SEP or SIMPLE IRAs. An IRA includes all investments under one IRA plan.

vanguard ira contribution form