Understanding the role of Form 5498 can help you with your tax preparation, can help keep your returns accurate, and when the time comes, it can help you take the correct required minimum ...

I just received Form 5498 in the mail from my IRA administrator, reporting my 2014 contribution to my IRA. What do I need to do with this form, and why did I receive it now? Form 5498 reports your ...

I received Form 5498 in the mail a few weeks ago from the brokerage firm where I have my traditional IRA. It shows the IRA contribution I made for last year, but it came after I filed my taxes, so I ...

So IRA-to-IRA transfers are not reportable on Form 5498, but some IRA providers do report them there, erroneously. To head off such mistakes, it may help (when you are requesting an IRA-to-IRA ...

Every individual retirement account 1 deserves an annual checkup. The larger the account, the greater the need. 2 Recent cases and regulatory changes indicating increased Internal Revenue Service ...

Yes, IRS Form 5498 is one more form for you to deal with, but it doesn't make your tax life much more complicated. It's a benign, and even helpful, form. What's so great about it? Well, you don't have ...

Tax forms can be confusing and a hassle, but you don't even have to file a 5498 form. Yes, IRS Form 5498 is one more form for you to deal with, but it doesn't make your tax life much more complicated.