Key Takeaways Form 5498 reports IRA contributions, rollovers, Roth IRA conversions, and required minimum distributions to the IRS.

If you are saving for retirement with an individual -retirement- arrangement, you receive Form 5498 annually. Your Individual Retirement Account needs to report your contribution to the IRS during ...

Form 5498 documents individual retirement account (IRA) contributions, rollovers and distributions. You don’t need to fill it out or send it to the IRS — just keep it for your records.

Form 5498-SA, the IRS form showing the total amount of contributions made to a health savings account from any source for the previous medical plan year (2022, in this case), is now available online ...

ROCK HILL, SC / ACCESSWIRE/ May 31, 2024 / Today marks another important IRS deadline for filing 5498 Series forms and distributing recipient copies as needed. This series of forms is an essential ...

The Internal Revenue Service is permitting millions of dollars in potentially improper self-employed retirement plan deductions to be claimed, according to a new government report, which estimates ...

IRA account holders receive Form 5498 which includes information about their contributions, rollovers, Roth conversions, and required minimum distributions.