Form 5498

IRA Contribution Information

IRA contributions, rollovers, conversions, fair market value, and RMDs.

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Issuer / payer

The business or person that paid and is filing this return. Enter either a business name or an individual name.

Foreign entityIssuer TIN *TIN type *Business name controlFirst 4 significant characters of the business name.Business nameBusiness name (line 2)Individual first nameIndividual middle nameIndividual last nameForeign addressCheck to enter a non-US address (country + province + postal code).Address line 1 *Address line 2City *State (US address)Required for a US address.ZIP code (US address)Province / region (foreign)Country code (foreign)Two-letter ISO country code for a foreign address.Postal code (foreign)Phone number

Recipient / payee

The person or business that received the payment. Enter either a business name or an individual name.

Recipient TINTIN typeBusiness name controlBusiness nameBusiness name (line 2)Individual first nameIndividual middle nameIndividual last nameAdditional recipientForeign addressCheck to enter a non-US address (country + province + postal code).Address line 1 *Address line 2City *State (US address)Required for a US address.ZIP code (US address)Province / region (foreign)Country code (foreign)Two-letter ISO country code for a foreign address.Postal code (foreign)Account numberDistinguishes this recipient if you file more than one of the same form for them.

Filing details

Tax year *VoidCorrectedCombined Federal/State Filing — stateElect to have the IRS forward this record to a participating state.

Form 5498 details

1IRA contributions (other than amounts in boxes 2–4, 8–10, 13a, 14a)2Rollover contributions3Roth IRA conversion amount4Recharacterized contributions5Fair market value of account6Life insurance cost included in box 17IRA7SEP7SIMPLE7Roth IRA8SEP contributions9SIMPLE contributions10Roth IRA contributions11If RMD required for next year12aRMD date12bRMD amount14aRepayments14bRepayment code15aFMV of certain specified assets15bCode for box 15a investments

Postponed or late contribution (boxes 13a–13c)

State & local tax

Add a row per state where tax was withheld. Leave empty if none.

State & local tax #1

State *State ID numberState tax withheldState incomeState distributionLocal tax withheldLocal incomeLocality nameSpecial data entries

Next you'll enter your contact details. This information return is free to prepare; there is no charge.