Form 5498 2013: Fill out & sign online

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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 at the top of the form.
Fill in your social security number and name in the participant's section.
Complete Box 1 with your traditional IRA contributions made during 2013 and through April 15, 2014. Ensure you check if these contributions are deductible.
Input any rollover contributions in Box 2, including direct rollovers to a Roth IRA.
If applicable, enter the amount converted from a traditional IRA to a Roth IRA in Box 3.
Continue filling out Boxes 4 through 14 as necessary, referring to IRS guidelines for specific instructions on each box.
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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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What is a 5498 tax form used for?

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.

How do I get the IRS form 5498?

The issuerretirement brokerages or banksmust file Form 5498 to the IRS by May 31 each yearand you will receive a copy of the form.

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.

Do I need to report form 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. Future developments.

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.