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Form 5498 Birmingham Alabama: What You Should Know

Retirees, Retirement Savings Contributions made by employees to eligible, non-profit organizations and IRA Conversions. IRA contributions need to be made directly to the qualified retirement plan or retirement IRA. (Click link for all forms.) Form 5498: Retirement account — Fidelity Investments Mar 30, 2025 April 15, 2020, June 30, 2022, July 31, 2025 April 15, 2021, July 31, 2022, July 31, 2025 May 15, 2019, July 31, 2022, Dec 30, 2025 January 31, 2022, Mar 15, 2025 December 31, 2022 Form 5498 — IRA — Federal Retirement Thrift Plan (FORT) Mar 21, 2025 April 15, 2020, June 30, 2022, July 31, 2023 Form 5498 — IRA — State of Michigan Form 5498 — IRA (Click to expand) (Instructions to make your own) IRA contributions made directly to the eligible retirement plan(s) and retirement IRA Conversions. IRA contributions need to be made directly to a qualified retirement plan(s) or qualified retirement IRA. (Click to expand) Form 5498—Return to Work IRAs (TRIPS): The University of Alabama does not report IRAs as a taxable income. Instead, the University makes TRS payments directly to all eligible persons in accordance with Internal Revenue Service regulations. This information should change after January 1, 2019. TRIPS: IRA Form 5498-T — Transfers Made During Disability Return to Work IRS Employer Identification Number (EIN) (Click to expand) For tax years beginning with tax year 2025 through tax year 2010, tax year reporting must begin on or before September 15 of the calendar year following the year in which the transfer was made. You must report the transfer of IRAs in the tax year you made the transfer; that is, the year in which the IRA is transferred. Forms 5498’T also must be filed by December 31 of the year in which the IRA is transferred. For example, under IRS regulations, individuals who transfer IRA's during 2008–09 may file Form 5498’T by January 31 of 2009. Taxpayers may wish to file Form 5498’T to report IRAs they made during 2009.

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