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  • Scannable Form 5498

Get Scannable Form 5498

Dec 31, 2008 ... For the IRS's part, we owe it to all taxpayers to make the process of paying taxes as ...... Where To Report Certain Items From 2008 Forms W-2, 1098, and 1099. IRS e-file.

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Related content

Form 5498 - Internal Revenue Service
The official printed version of Copy A of this IRS form is scannable, but the online...
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Form 1099-MISC - Internal Revenue Service
The official printed version of Copy A of this IRS form is scannable, but the online...
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2017 Form 5498 F5498 - UserManual.wiki
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Related links form

IRS 1040 Schedule 8812 Instructions 2022 IRS 990 - Schedule D 2022 IRS 990 Or 990-EZ - Schedule C 2022 IRS 8404 2022

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Other reasons you may not have received an IRS Form 5498, include a delay in USPS shipping or outdated mailing information.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.

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.

Relation to other forms With regards to IRAs, Form 1099-R is used for reporting distributions from an IRA while Form 5498 is used for reporting contributions to an IRA. Income earned (such as interest and dividends) through an IRA is not reported on either Form 1099-R or Form 5498.

You can expect to receive IRS Form 5498 if you made contributions to an IRA (Individual Retirement Arrangement) in the preceding tax year. The "custodian" of your IRA, typically the bank or other institution that manages your account, will mail a copy of this form to both you and the Internal Revenue Service.

Why did I not receive a 5498? You will not receive a 5498 form if you did not make any contributions to your IRA for the tax year, if you do not have an IRA or if we have an incorrect mailing address on file for your annuity contract.

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. This means you will have finished your taxes before you receive this form.

Form 5498 reports your total annual contributions to an IRA account and identifies the type of retirement account you have, such as a traditional IRA, Roth IRA, SEP IRA or SIMPLE IRA. Form 5498 will also report amounts that you roll over or transfer from other types of retirement accounts into this IRA.

Form 5498: IRA Contributions Information reports your IRA contributions to the IRS. Your IRA trustee or issuer - not you - is required to file this form with the IRS by May 31.

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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