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Get Form 5498 Tax Year 2012 - Tiaa-cref - Tiaa-cref
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How to fill out the FORM 5498 TAX YEAR 2012 - TIAA-CREF online
This guide provides a clear and supportive approach to completing the FORM 5498 for the tax year 2012 from TIAA-CREF. By following these steps, users can navigate the online form effectively to ensure accurate tax reporting.
Follow the steps to complete your FORM 5498 online.
- Click ‘Get Form’ button to obtain the form and access it for completion.
- Enter your personal information in the designated fields of the form, including your name, address, and taxpayer identification number. Ensure that the information is accurate and reflects your current details.
- Provide information regarding IRA contributions for the tax year 2012. Fill in the amounts contributed, including any deductible or non-deductible contributions.
- If applicable, indicate any conversions or rollovers that occurred within the year. This information should be reported in the appropriate boxes as specified on the form.
- Check the box if you are required to take a minimum distribution as indicated in Box 11 of the form, especially if you were 70.5 years of age or older in 2012.
- Review all entries for accuracy before finalizing the form. Make any necessary corrections to ensure all information is correct.
- Once the form is completed, you can save your changes, download a copy, print the form, or share it as needed for your records.
Complete your documents online today to stay organized and prepared for tax season.
FORM 5498 TAX YEAR 2012 - TIAA-CREF - Tiaa-cref gets reported to the IRS by the financial institution holding your IRA. Your institution must submit this form to provide records of contributions and account value. While you don't need to submit it with your tax return, it is crucial for your personal records to ensure accuracy in asserting your retirement account status.
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