5498

IRA Contribution Information

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5498 IRA Contribution Information Federal Copy A
5498 IRA Contribution Information Trustee/Issuer Copy C
5498 IRA Contribution Information Participant Copy B
5498-SA HSA, Archer MSA, or Medicare Advantage MSA Information Federal Copy A
5498-ESA Coverdell ESA Contribution Information Beneficiary Copy B
5498-ESA Coverdell ESA Contribution Information Federal Copy A
5498 IRA Contribution Information 2up Carbonless 3pt  (C5498053)
5498-SA HSA, Archer MSA, or Medicare Advantage MSA Information Participant Copy B
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What is Form 5498?

Form 5498 is used to report IRA contributions.

You will receive a 5498 form your bank or financial institution if you have made contributions to an IRA (Individual Retirement Account) in the preceding tax year. A copy of Form 5498 will be mailed to both you and the IRS.

5498 Deadlines for Reporting Year 2016

Simply select your state and form type below and we’ll tell you the federal, state and recipient deadline for the 2016 reporting year. We’ve also included the number of parts you'll need to help you plan when ordering forms, envelopes and stamps.

Please select State and Form Type using the dropdowns below.

Form 5498 - What to Report

Contributions (including rollover contributions) to any individual retirement arrangement (IRA) including a SEP, SIMPLE, and Roth IRA; Roth conversions; IRA recharacterizations; and the fair market value (FMV) of the account.

Where to File Form 5498 - Federal - Paper

If your principal business, office or agency, or legal residence in the case of an individual, is located in:

Alabama, Arizona, Arkansas, Connecticut, Delaware, Florida, G eorgia, Kentucky, Louisiana, Maine, Massachusetts, Mississippi, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, Texas, Vermont, Virginia, West Virginia

Filing Address:

  • Department of the Treasury
  • Internal Revenue Service Center
  • Austin, TX 73301

If your principal business, office or agency, or legal residence in the case of an individual, is located in:

Alaska, California, Colorado, District of Columbia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Maryland, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, North Dakota, Oklahoma, Oregon, South Carolina, South Dakota, Tennessee, Utah, Washington, Wisconsin, Wyoming

  • Department of the Treasury
  • Internal Revenue Service Center
  • Kansas City, MO 64999

International: If your legal residence or principal place of business or principal office or agency is outside the United States, use the Austin, TX filing address.

5498 Federal Filing Requirements

  • Copy A - For Internal Revenue Service Center
  • Copy B - For Recipient
  • Copy 2 - For Trustee or Issuer

5498 E-Filing Requirements

Any person, including a corporation, partnership, individual, estate, and trust, who is required to file 250 or more information returns must file such returns electronically. The 250 or more requirement applies separately for each type of return and separately to each type of corrected return. For example, if you must file 100 Forms 1099-B and 300 Forms 1099-INT, Forms 1099-B need not be filed electronically since they do not meet the threshold of 250. However, Forms 1099-INT must be filed electronically since they meet the threshold of 250.

Transmittal Form Requirements for Form 5498

Paper: Form 1096

E-file: None Required