Form 5498-2025

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Form 5498 is an informational document that reports contributions, rollovers, conversions, and the fair market value of self-directed IRAs for the year 2012. It is provided by the retirement account custodian to both the account holder and the IRS, but it does not need to be filed with tax returns. The document includes FAQs addressing common concerns about contributions, rollovers, and recharacterizations.

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Why did I receive a form 5498?

Form 5498 is basically an ``FYI to remind you how much you contributed to your IRA for the year in question. In most cases your Roth IRA contributions dont get reported anywhere on your tax return, unless you qualify for the Savers Credit (low income) or made excess contributions.

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.

Is a 5498 the same as a 1099?

The main differences between the forms are in what they report. 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.