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Begin by filling out Box 1, which reports all contributions made to your traditional IRA from January 1, 2012, to April 15, 2013. Ensure you include any excess contributions.
Next, complete Box 2 for any rollover contributions received during the year. This includes direct rollovers and 60-day rollovers but excludes custodian-to-custodian transfers.
In Box 3, report the fair market value of assets converted from a traditional IRA to a Roth IRA within the specified timeframe.
Fill out Box 4 for any recharacterized contributions or conversions that occurred between January 1 and December 31, 2012.
Complete Boxes 5 through 9 as applicable, ensuring accurate reporting of your account's fair market value and any SEP or SIMPLE contributions.
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May 2, 2017 Do not use these forms to report wages subject to U.S. income tax withholding. Instead, use Form W-2 to show U.S. income tax withheld. TreatmentRead more
Form 5498, IRA contribution information - Catalog - UW-Madison
The online version of Form 5498 is provided for informational purposes only; to file, printed forms must be obtained from the IRS. Also issued in printing.
About Form 5498, IRA Contribution Information (Info Copy
File this form for each person for whom you maintained any individual retirement arrangement (IRA), including a deemed IRA under section 408(q).Read more
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