[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"doc-seo-301265-105":3,"detail-sidebar-cat-1-en-105":81,"doc-detail-301265-en":126},{"code":4,"msg":5,"data":6},0,"ok",{"site_id":7,"language":8,"slug":9,"title":10,"keywords":11,"description":12,"schema_data":13,"social_meta":74,"head_meta":76,"extra_data":78,"updated_unix":80},105,"en","2025-tax-form-5498-ira-contribution-information","2025 Tax Form 5498 - IRA Contribution Information","","2025 Tax Form 5498 provides IRA contribution and account reporting information from the IRA trustee or custodian to both the account owner and the IRS. It summarizes annual IRA contributions across Traditional, Roth, SEP, and SIMPLE accounts, reports the account’s fair market value as of December 31, and includes details for rollovers and Roth conversions. It also indicates whether required minimum distributions (RMDs) apply for the following year, and explains key mailing timing and filing limitations.",{"@graph":14,"@context":73},[15,34,56],{"@type":16,"itemListElement":17},"BreadcrumbList",[18,23,27,31],{"item":19,"name":20,"@type":21,"position":22},"https://docshare.wps.com","Home","ListItem",1,{"item":24,"name":25,"@type":21,"position":26},"https://docshare.wps.com/template/","Template",2,{"item":28,"name":29,"@type":21,"position":30},"https://docshare.wps.com/template/forms/","Forms",3,{"item":32,"name":10,"@type":21,"position":33},"https://docshare.wps.com/template/2025-tax-form-5498-ira-contribution-information/301265/",4,{"url":32,"name":10,"@type":35,"image":36,"author":41,"headline":10,"publisher":44,"fileFormat":47,"inLanguage":8,"description":12,"dateModified":48,"datePublished":49,"encodingFormat":47,"isAccessibleForFree":50,"interactionStatistic":51},"DigitalDocument",{"url":37,"@type":38,"width":39,"height":40},"https://docshare.wps.com/thumbnails/2025-tax-form-5498-ira-contribution-information/301265.png","ImageObject",442,249,{"name":42,"@type":43},"Miles","Person",{"url":19,"name":45,"@type":46},"DocShare","Organization","application/pdf","2026-09-23","2026-09-19",true,{"@type":52,"interactionType":53,"userInteractionCount":55},"InteractionCounter",{"@type":54},"ViewAction",5,{"@type":57,"mainEntity":58},"FAQPage",[59,65,69],{"name":60,"@type":61,"acceptedAnswer":62},"Who issues Form 5498 and who receives it?","Question",{"text":63,"@type":64},"Form 5498 is issued by the financial institution holding your IRA. It is sent to both the account owner and the IRS to document account activity.","Answer",{"name":66,"@type":61,"acceptedAnswer":67},"What types of contributions and values does Form 5498 report?",{"text":68,"@type":64},"It reports contributions to Traditional, Roth, SEP, and SIMPLE IRAs and provides the fair market value (FMV) of the account as of December 31.",{"name":70,"@type":61,"acceptedAnswer":71},"Does Form 5498 indicate required minimum distributions (RMDs)?",{"text":72,"@type":64},"Yes. It indicates whether you are required to take an RMD for the following year.","https://schema.org",{"og:url":32,"og:type":75,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":77,"canonical":32},"index,follow",{"doc_id":79,"site_id":7},301265,1789780503,{"code":4,"msg":82,"data":83},"success",[84,89,94,99,104,109,113,118,122],{"id":85,"doc_module":22,"doc_module_name":25,"category_name":86,"show_sort_weight":87,"slug":88},11,"Presentations",90,"presentations",{"id":90,"doc_module":22,"doc_module_name":25,"category_name":91,"show_sort_weight":92,"slug":93},12,"Resumes",80,"resumes",{"id":95,"doc_module":22,"doc_module_name":25,"category_name":96,"show_sort_weight":97,"slug":98},14,"Invoices",70,"invoices",{"id":100,"doc_module":22,"doc_module_name":25,"category_name":101,"show_sort_weight":102,"slug":103},15,"Posters",60,"posters",{"id":105,"doc_module":22,"doc_module_name":25,"category_name":106,"show_sort_weight":107,"slug":108},16,"Social Media",50,"social-media",{"id":110,"doc_module":22,"doc_module_name":25,"category_name":29,"show_sort_weight":111,"slug":112},17,40,"forms",{"id":114,"doc_module":22,"doc_module_name":25,"category_name":115,"show_sort_weight":116,"slug":117},18,"Letters",30,"letters",{"id":119,"doc_module":22,"doc_module_name":25,"category_name":120,"show_sort_weight":55,"slug":121},21,"Paper Templates","papers-templates",{"id":123,"doc_module":22,"doc_module_name":25,"category_name":124,"show_sort_weight":4,"slug":125},158,"General","general-158",{"code":4,"msg":82,"data":127},{"doc_id":79,"user_id":128,"nickname":42,"user_avatar":129,"doc_module":22,"category_id":110,"category_name":29,"doc_title":10,"doc_description":12,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":55,"is_deleted":4,"is_public":22,"is_downloadable":22,"audit_status":22,"page_count":22,"language":135,"language_code":8,"site_id":7,"html_lang":8,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":12,"update_tm":80,"read_time":4},13056703019404,"https://ap-avatar.wpscdn.com/davatar_29158cc5080c5b710cf443261637dec0","2025 TAX FORM 5498  \nIRA Contribution Information  \nForm 5498 is issued by the financial institution that holds your Individual Retirement Arrangement (IRA) . You will receive a separate Form 5498 for each IRA you contributed to for the tax year. This is an informational tax document that reports your annual contributions to IRAs. Unlike most tax forms, it is not filed by the account owner; rather the IRA trustee or custodian sends it to both the account owner and the IRS to document account activity.  \nForm 5498 reports the following:  \n> Contributions: It reports contributions made to Traditional, Roth, SEP and SIMPLE IRAs.  \n> Account Value: It reports the fair market value (FMV) of your account as of December 31.  \n> Rollovers and Conversions: It documents any funds moved into the account via rollover or Roth conversions.  \n> Required Minimum Distributions (RMDs): It indicates if you are required to take an RMD for the following year.  \nYou will not receive a Form 5498 if you arranged to move your IRA account as a trustee-to-trustee transfer of assets directly to another IRA account without taking possession of the funds.  \nThe IRS deadline for mailing 2025 Form 5498 is June 1, 2026. This is later than other forms because IRA contributions can be made for the previous year up until the April tax filing deadline.  \nFor additional information to assist you with your tax preparation, please review the Frequently Asked Questions documents in [the](the Tax Center at virtus.com)[ ](the Tax Center at virtus.com)[Tax Center](the Tax Center at virtus.com)[ at virtus.com](the Tax Center at virtus.com).  \nPlease note: This information is not meant to be a substitute for processional tax advice. Please consult your tax professional with any questions you may have regarding your tax return. Neither Virtus Funds, nor any of its representatives may give tax or legal advice.  \nIRS Circular 230 Disclosure: Any information contained in this communication (including any attachments) is not intended to be used, and cannot be used, to avoid penalties imposed under the U.S. Internal Revenue Code. Shareholders should seek independent tax advice based on their own circumstances.","cbCaii64BWD2RcbX","https://ap.wps.com/l/cbCaii64BWD2RcbX","pdf",139916,"English","# IRA Contribution Information\n## What Form 5498 Reports\n## When It Is Mailed\n## When You May Not Receive It\n## Disclaimers and IRS Circular 230","[{\"question\":\"Who issues Form 5498 and who receives it?\",\"answer\":\"Form 5498 is issued by the financial institution holding your IRA. It is sent to both the account owner and the IRS to document account activity.\"},{\"question\":\"What types of contributions and values does Form 5498 report?\",\"answer\":\"It reports contributions to Traditional, Roth, SEP, and SIMPLE IRAs and provides the fair market value (FMV) of the account as of December 31.\"},{\"question\":\"Does Form 5498 indicate required minimum distributions (RMDs)?\",\"answer\":\"Yes. It indicates whether you are required to take an RMD for the following year.\"}]","2025 Tax Form 5498 - IRA Contribution Information | PDF"]