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form 5498

Get the free form 5498 2021-2022

Attention: Copy A of this form is provided for informational purposes only. Copy A appears in red, similar to the official IRS form. The official printed version of Copy A of this IRS form is scalable,
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Comments and Help with form 5498 tax form

Who needs an IRS form 5498?

Form 5498 is a report about taxpayer’s contributions to the individual retirement account requested annually by the Internal Revenue Service. The IRA trustee or issuer has to complete it and send a copy to IRS and to the taxpayer.

What is IRS form 5498 for?

Reports about the IRA contributions are filed for the taxation purposes. This form is one of the basic personal financial documents for every taxpayer in the United States.

Is it accompanied by other forms?

The trustee or issuer doesn’t have to attach any forms to this form, but he has to complete at least three copies: one for the IRS, one for the participant and one for himself.

When is IRS form 5498 due?

Every year IRS establishes a new due date for these reports. Usually it’s in April or May, in the beginning of the new tax year. The taxpayers receive their copies in June or July.

How do I fill out form 5498?

There are three copies included in this form. Copy A is to be sent to Internal Revenue Service. It contains information about the trustee and the IRA participant, their names, addresses, the account number, trustee’s federal identification number and participant’s social security number. There is also a table on IRA contributions, including rollover contributions, fair market value of an account, life insurance cost etc. The trustee has to specify amounts of recharacterized and postponed contributions as well as repayments. Copies B and C look exactly the same, only copy B must be sent to the participant. The issuer retains copy C.

Where do I send form 5498?

The trustee can submit the report electronically at the official website of IRS or mail it to the IRS office.

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Video instructions and help with filling out and completing form 5498
Instructions and Help about form 5498
What's going on guys Alex here, and today I'm gonna talk about form 5498 now this is a tax form that confuses taxpayers more than a lot of other forms out there and there are a few reasons for it, but we're going to demystify the form find out why confuses so many people and make you guys experts at everything form 5498 alright so first of all what are we even talking about now if we look on the IRS website great website beautiful I love it you can see that they have information both in terms of the form itself and also the instructions for it now the instructions for form 1099 are and 5498 are combined I'll explain why that is in a minute, but you'll see both of those lumped together in a single publication from the IRS that you can read to find out more information if you want now let me take this link up here throw it into the chat for you guys so taking a look at form 5498 let's see what it even looks like now if you believe the IRS this is what 5498 looks like now you can see it...


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