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Why did I not receive a 5498? You will not receive a 5498 form if you did not make any contributions to your IRA for the tax year, if you do not have an IRA or if we have an incorrect mailing address on file for your annuity contract. Click here to download a form to change your address of record.
You can expect to receive IRS Form 5498 if you made contributions to an IRA (Individual Retirement Arrangement) in the preceding tax year. The "custodian" of your IRA, typically the bank or other institution that manages your account, will mail a copy of this form to both you and the Internal Revenue Service.
Form 5498 tells you the fair market value of all the investments in your IRA account. If your IRA is not a Roth IRA, the IRS requires you to begin withdrawing money from the account starting with the calendar year you turn 72 (these required distributions were suspended for 2020).
Form 5498 is for informational purposes only. You are not required to file it with your tax return. This form is not posted until May because you can contribute to an IRA for the previous year through mid-April. This means you will have finished your taxes before you receive this form.
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.
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Why did I receive Form 5498? You received Form 5498 because we're required by federal law to send you one. Federal law requires TIAA to report deductible and nondeductible contributions, conversions, re-characterizations and rollovers you make to your Individual Retirement Account (IRA) during a given tax year.
Keep Form 5498, in case you switch custodians or need to track down information about past contributions. \u201cYour custodian will normally archive these forms online for 10 years, but if you change custodians or close accounts, you may lose access to the online forms,\u201d Adam says.
Form 5498 - IRA Contribution Information 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.
In addition, your IRA broker (trustee) should send an IRS Form 5498 (PDF) showing the amount of your contribution each year. If you're really lucky, perhaps your broker has records for previous years. If you don't have access to old returns or the proper supporting documents, you can ask the IRS for a copy.
Keep Form 5498, in case you switch custodians or need to track down information about past contributions. \u201cYour custodian will normally archive these forms online for 10 years, but if you change custodians or close accounts, you may lose access to the online forms,\u201d Adam says.

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