Form 5498 2013-2025

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The document provides information regarding Form 5498, which is used to report contributions to individual retirement arrangements (IRAs) to the IRS. It emphasizes that the online version of the form should not be filed, as it is not scannable, and outlines various types of contributions and required minimum distributions (RMDs). Additionally, it includes instructions for both participants and trustees or issuers on how to complete and submit the form, along with potential penalties for improper filing.

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Where does form 5498 go on a 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.

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.

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.

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.

Where do I file a 5498-SA on TurboTax?

You dont need to enter information from your Form 5498 (IRA Contribution Information) into TurboTax like you do with a W-2 or 1099s. In most cases, youll find the info needed for your return on other paperwork, such as a year-end summary statement or a Form 1099-R.

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.

Where do I report IRA contributions on my tax return?

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.

Form 5498 2013-2025

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