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 ...

The 5498-SA is the IRS form that reports all contributions to your HSA for the prior year (2023), including those contributed between Jan. 1 and the tax filing deadline of the current year. It also ...

Form 5498 ESA is used to report information about Coverdell Education Savings Accounts (ESAs), which are designed to help fund the educational expenses of the account's beneficiary. A custodian or ...

You don’t need to file Form 5498 with your taxes because the IRS gets a copy, too. But you should review it, in case there are errors. Form 5498 reports your contributions to a traditional or Roth IRA ...

Form 5498-SA -- which shows the total amount of contributions made to an HSA from any source for the previous plan year (2018 in this case) -- will be available in mid-May. The form typically is not ...

about the Oregon College Savings Plan money-losing money market fund, and and on your advice. Now it's time for a quiz. What is Form 5498? You might be getting one in the mail soon. Why should you ...

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 ...

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 ...

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.