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  • Form 5498 Tax Year 2012 - Tiaa-cref - Tiaa-cref

Get Form 5498 Tax Year 2012 - Tiaa-cref - Tiaa-cref

FORM 5498 TAX YEAR 2012 IMPORTANT TAX INFORMATION This notice provides you with tax information to help you understand the Internal Revenue Service (IRS) Form(s) 5498, IRA Contribution Information,.

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No. You aren't required to do anything with Form 5498 because it's for informational purposes only. Please be sure to keep this form for your records as you'll need this information to calculate your taxable income when you decide to take distributions from your IRA.

Form 5498 is for informational purposes only. You are not required to file it with your tax return. This form is not posted until May because you can contribute to an IRA for the previous year through mid-April.

Form 5498: IRA Contributions Information reports to the IRS your IRA contributions for the year along with other information about your IRA account. Your IRA custodian—not you—is required to file this form with the IRS, usually by May 31. You won't find this form in TurboTax, nor do you file it with your tax return.

Other reasons you may not have received an IRS Form 5498, include a delay in USPS shipping or outdated mailing information. Please call Customer Service at (800) 722-4448 (or, in New York, 800-748-6907) if you have recently changed your mailing address.

Form 5498 reports IRA contributions, rollovers, Roth IRA conversions, and required minimum distributions (RMDs) to the IRS. Your IRA trustee or custodian is the one responsible for mailing Form 5498 to the IRS, along with a copy to you.

An eligible rollover of funds from one IRA to another is a non-taxable transaction. Rollover distributions are exempt from tax when you place the funds in another IRA account within 60 days from the date of distribution. Regarding rolling 401K into IRA, you should receive a Form 1099-R reporting your 401K distribution.

Search your records for copies of Form 5498, which your IRA administrator sends to report contributions, or look for contributions on your brokerage statements. Match that information with your old tax returns to see what you deducted. If you don't have those records, you can request a transcript from the IRS.

Other reasons you may not have received an IRS Form 5498, include a delay in USPS shipping or outdated mailing information. Please call Customer Service at (800) 722-4448 (or, in New York, 800-748-6907) if you have recently changed your mailing address.

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© Copyright 1997-2025
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Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232