[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-302187-105":53,"doc-detail-302187-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-copy-a-copy-b","Form 5498 - IRA Contribution Information (Copy A & Copy B)","","Form 5498 provides IRA contribution and account information reported to the IRS by the IRA trustee or issuer. It includes details such as traditional IRA contributions, rollover contributions, Roth IRA conversion amounts, recharacterized contributions, SEP and SIMPLE contributions, and the fair market value (FMV) of the account. It also covers information relevant to required minimum distributions (RMDs), including RMD dates and amounts, and may show trustee and participant identification information and account numbers for accurate filing.",{"@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-copy-a-copy-b/302187/",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-copy-a-copy-b/302187.png","ImageObject",442,249,{"name":88,"@type":89},"Riley West","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-09-26","2026-09-19",true,{"@type":98,"interactionType":99,"userInteractionCount":73},"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 to the IRS. The trustee or issuer submits it to report contributions, required minimum distributions (RMDs), and the fair market value (FMV) of the account.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"What is the difference between Copy A and Copy B?",{"text":113,"@type":109},"Copy A is provided for informational purposes and is not scannable in the online version from the referenced website. Copy B and other copies are usable for providing information to the participant.",{"name":115,"@type":106,"acceptedAnswer":116},"What information does Box 1 include?",{"text":117,"@type":109},"Box 1 shows traditional IRA contributions for 2020 made in 2020 and through April 15, 2021, and these contributions may be deductible on the participant’s Form 1040 or 1040-SR.","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},302187,1790415838,{"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":76,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":135,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":73},1099523885074,"https://ap-avatar.wpscdn.com/davatar_9964176cb1d06d4a9deccf72a44ae3dc","# 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 www 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.  \nTo order official IRS information returns,which include a scannable Copy A for filing withthe IRS and all other applicable copies of the form,visit www.IRS.qovlorderforms.Click onEmployer and Information Returns,and we'll mail you the forms you request and theirinstructions,as well as any publications you may order.  \nInformation returns may also be filed electronically using the IRS Filing Information ReturnsElectronically(FIRE)system (visit www.IRS.gov/FIRE)or the IRS Affordable Care ActInformation Returns(AIR)program(visit www.IRS.gov/AIR).  \nSee IRS Publications 1141,1167,and 1179 for more information about printing these taxforms.  \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>2020  \u003Cbr>(Rev.April 2020)  \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 Center  \u003Cbr>File with Form 1096.  \u003Cbr>For Privacy Act  \u003Cbr>and Paperwork  \u003Cbr>Reduction Act  \u003Cbr>Notice,see the  \u003Cbr>2020 General  \u003Cbr>Instructions for  \u003Cbr>Certain  \u003Cbr>Information  \u003Cbr>Returns.   |\n| TRUSTEE'S or ISSUER'S TIN   | PARTICIPANT'S TIN   |  |  |  |  |  |\n|  |  | 5 FMV of account   | 6 Life insurance cost included in  \u003Cbr>box 1   |  |  |  |\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 2021   |  |  |  |\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(Rev.April 2020)  \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 ZIPor 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>2020  \u003Cbr>(Rev.Apri 2020)  \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 t","cbCaitpH22xdHm3T","https://ap.wps.com/l/cbCaitpH22xdHm3T","pdf",171774,6,"English","# General Attention and Filing Notes\n## Copy A vs. Copy B\n## How to Order Scannable Forms\n## Electronic Filing Options\n# Form 5498 Key Fields\n## Trustee and Participant Identification\n## Contributions Reported\n## FMV and Insurance Cost\n## RMD Information\n# Instructions for Participant\n## Submission Purpose\n## TIN and Privacy Handling\n## Account Number and Box 1 Meaning","[{\"question\":\"What is Form 5498 used for?\",\"answer\":\"Form 5498 reports IRA contribution information to the IRS. The trustee or issuer submits it to report contributions, required minimum distributions (RMDs), and the fair market value (FMV) of the account.\"},{\"question\":\"What is the difference between Copy A and Copy B?\",\"answer\":\"Copy A is provided for informational purposes and is not scannable in the online version from the referenced website. Copy B and other copies are usable for providing information to the participant.\"},{\"question\":\"What information does Box 1 include?\",\"answer\":\"Box 1 shows traditional IRA contributions for 2020 made in 2020 and through April 15, 2021, and these contributions may be deductible on the participant’s Form 1040 or 1040-SR.\"}]","Form 5498 - IRA Contribution Information (Copy A & Copy B) | PDF",1789790146]