10 December, 2020

WHAT IS FORM 5498?

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Form 5498 is a form required by the Internal Revenue Service and is used to report regular and rollover contributions on individual retirement arrangements such as Traditional IRA and Roth IRAs. This form is for informational purposes only and not to be filed with your tax return. IRS regulations require that we mail these forms no later than May 31st of the following tax year.