[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-302186-105":53,"doc-detail-302186-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","form-5498-ira-contribution-information-302186","Form 5498 - IRA Contribution Information","","Form 5498 provides IRA contribution information reported to the IRS by the IRA trustee or issuer. The form includes amounts for traditional IRA contributions, rollover contributions, Roth IRA conversion amounts, recharacterized contributions, SEP contributions, and SIMPLE contributions. It also reports items related to required minimum distributions (RMDs), including RMD dates and amounts, plus any repayments, postponed or late contributions, and the account’s fair market value (FMV).",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/form-5498-ira-contribution-information-302186/302186/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/form-5498-ira-contribution-information-302186/302186.png","ImageObject",442,249,{"name":88,"@type":89},"Alex Sinclair","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-09-27","2026-09-19",true,{"@type":98,"interactionType":99,"userInteractionCount":47},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What is Form 5498 used for?","Question",{"text":108,"@type":109},"Form 5498 reports IRA contribution information and related IRA account items submitted to the IRS by the trustee or issuer.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"What does Box 1 cover?",{"text":113,"@type":109},"Box 1 shows traditional IRA contributions for 2025 you made in 2025 and through April 15, 2026, excluding amounts in certain other boxes.",{"name":115,"@type":106,"acceptedAnswer":116},"How are your TIN details shown on the form?",{"text":117,"@type":109},"For your protection, the form may show only the last four digits of your TIN, while the trustee or issuer reports the complete TIN to the IRS.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},302186,1790045858,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":47,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":79,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":139,"read_time":73},1099523882182,"https://ap-avatar.wpscdn.com/davatar_6f874abed73319feea01a86fa6f0fab8","# Attention:\n\nCopy A of this form is provided for informational purposes only.Copy A appears in red,similar to the official IRS form.The official printed version of Copy A of this IRS form isscannable,but the online version of it,printed from this website,is not.Do not print and filecopy A downloaded from this website;a penalty may be imposed for filing with the IRSinformation return forms that can't be scanned.See part O in the current GeneralInstructions for Certain Information Returns.available at IRS.aov/Form1099.for moreinformation about penalties.  \nPlease note that Copy B and other copies of this form,which appear in black,may bedownloaded and printed and used to satisfy the requirement to provide the information tothe recipient.  \nIf you have 10 or more information returns to file,you may be required to file e-file.Go to  \nIRS.gov/InfoReturn for e-file options.  \nIf you have fewer than 10 information returns to file,we strongly encourage you to e-file.Ifyou want to file them on paper,you can place an order for the official IRS informationreturns,which include a scannable Copy A for filing with the IRS and all other applicablecopies of the form,at IRS.gov/EmploverForms.We'll mail vou the forms vou request andtheir instructions,as well as any publications you may order  \nSee Publications 1141.1167,and 1179 for more information about printing these forms.  \n2828  \n□VOID  \n□CORRECTED  \n\n| TRUSTEE'S or ISSUER'S name,street address,city or town,state or  \u003Cbr>province,country,and ZIP or foreign postal code   |  | 1 IRA contributions (other  \u003Cbr>than amounts in boxes  \u003Cbr>2-4,8-10,13a,and 14a)  \u003Cbr>$   | OMB No.1545-0747  \u003Cbr>2025  \u003Cbr>Form 5498   |  | IRA  \u003Cbr>Contribution  \u003Cbr>Information   |  |\n| --- | --- | --- | --- | --- | --- | --- |\n|  |  | 2 Rollover contributions  \u003Cbr>$   |  |  |  |  |\n|  |  | 3 Roth IRA conversion  \u003Cbr>amount  \u003Cbr>$   | 4 Recharacterized  \u003Cbr>contributions  \u003Cbr>$   |  |  | Copy A  \u003Cbr>For  \u003Cbr>Internal Revenue  \u003Cbr>Service Centerr  \u003Cbr>For filing  \u003Cbr>information,  \u003Cbr>Privacy Act,and  \u003Cbr>Paperwork  \u003Cbr>Reduction Act  \u003Cbr>Notice,see the  \u003Cbr>General  \u003Cbr>Instructions for  \u003Cbr>Certain  \u003Cbr>Information  \u003Cbr>Returns.  \u003Cbr>www.irs.gov/Form1099   |\n| TRUSTEE'S or ISSUER'S TIN   | PARTICIPANT'S TIN   |  |  |  |  |  |\n|  |  | 5 FMV of account   | 6 Life insurance cost included  \u003Cbr>in box1   |  |  |  |\n|  |  |  |  |  |  |  |\n|  |  | $   | $   |  |  |  |\n| PARTICIPANT'S name   |  | 7 IRA□ SEP□  \u003Cbr>SIMPLE  \u003Cbr>□Roth IRA   |  |  |  |  |\n|  |  | 8 SEP contributions  \u003Cbr>$   | 9 SIMPLE contributions  \u003Cbr>$   |  |  |  |\n| Street address(including apt.no.)   |  | 10 Roth IRA contributions  \u003Cbr>$   | 11 Check if RMD for 2026   |  |  |  |\n|  |  | 12a RMD date   | 12b RMD amount  \u003Cbr>$   |  |  |  |\n| City or town,state or province,country,and ZIP or foreign postal code   |  |  |  |  |  |  |\n|  |  | 13a Postponed/late contrib.  \u003Cbr>$   | 13b Year   | 13c Code   |  |  |\n|  |  | 14a Repayments  \u003Cbr>$   | 14b Code   |  |  |  |\n| Account number (see instructions)   |  | 15a FMV of certain specified  \u003Cbr>assets  \u003Cbr>$   | 15b Code(s)   |  |  |  |\n|  |  |  |  |  |  |  |\n\nForm 5498  \nwww.irs.gov/Form5498  \nDepartment of the Treasury-Intemal Revenue Service  \nCat.No.50010C  \nDo Not Cut or Separate Forms on This Page —Do Not Cut or Separate Forms on This Page  \nCORRECTED (if checked)  \n\n| TRUSTEE'S or ISSUER'S name,street address,city or town,state or  \u003Cbr>province,country,and ZIP or foreign postal code   |  | 1 IRA contributions(other  \u003Cbr>than amounts in boxes  \u003Cbr>2-4,8-10,13a,and 14a)  \u003Cbr>$   | OMB No.1545-0747  \u003Cbr>2025  \u003Cbr>Form 5498   |  | IRA  \u003Cbr>Contribution  \u003Cbr>Information   |  |\n| --- | --- | --- | --- | --- | --- | --- |\n|  |  | 2 Rollover contrbutions  \u003Cbr>$   |  |  |  |  |\n|  |  | 3 Roth IRA conversion  \u003Cbr>amount  \u003Cbr>$   | 4 Recharacterized  \u003Cbr>contributions  \u003Cbr>$   |  |  | Copy B  \u003Cbr>For  \u003Cbr>Participant  \u003Cbr>This information  \u003Cbr>is being  \u003Cbr>furnished to  \u003Cbr>the IRS.   |\n| TRUSTEE'S or ISSUER'S TI","cbCaihBmomBy6UVy","https://ap.wps.com/l/cbCaihBmomBy6UVy","pdf",511768,"English","# Copy A / Copy B overview\n## Copy A for Internal Revenue Service Center\n## Copy B for Participant\n# Form 5498 fields\n## IRA contributions\n## Rollover, Roth conversion, recharacterized contributions\n## SEP and SIMPLE contributions\n## RMD date and amount\n## FMV of account\n# Instructions for Participant\n## What the form reports to the IRS\n## How TIN and account number are shown\n## Box-by-box guidance","[{\"question\":\"What is Form 5498 used for?\",\"answer\":\"Form 5498 reports IRA contribution information and related IRA account items submitted to the IRS by the trustee or issuer.\"},{\"question\":\"What does Box 1 cover?\",\"answer\":\"Box 1 shows traditional IRA contributions for 2025 you made in 2025 and through April 15, 2026, excluding amounts in certain other boxes.\"},{\"question\":\"How are your TIN details shown on the form?\",\"answer\":\"For your protection, the form may show only the last four digits of your TIN, while the trustee or issuer reports the complete TIN to the IRS.\"}]","Form 5498 - IRA Contribution Information | PDF",1789790143]