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Form 5498 El Cajon California: What You Should Know

H&R Block, The Vanguard 401(k) — 401(a): 2025 IRA Contribution Limit The IRA contributions may be from your paycheck, from your IRA custodian, from a designated Roth account or a designated Roth account held in your own name (Form 4506-T). The IRA contribution limit is 5,500 for 2017. In 2017, if your 401(k) account or SEP IRA account is under 5,500, you cannot contribute 5,500 (6,750 if you are age 50 or older). For more details, see IRS Publication 515: Contributions to Individual Retirement Arrangements and IRS Publication 515–A Guide to IRA Distributions. Please submit your Form 5498-SA by mail. You can use Form 1040, 1040A, 1040EZ, 1040-EZ, 5498-SA or the form on this page. If you are filing a Form 5498-SA through a Tax Due Date (DT), your request will be handled as on a date after the DT, after Form 2848 is received. The form will be available in your local Taxpayer Assistance Center, e-file site or by phone call the IRS. Tax Forms and Publications (PDF) — IRAs, Income Tax Withholding (PDF) — Forms 1040 and 1040A, Schedule A (PDF) — Schedule O (PDF)  Note: Form 5498 has been redesigned. Click here for the updated Form 5498. Form 5498-SA and Form 5498-SA-T now have the following sections: Payload (PDF) — The box with the box that reads 'X' Contribution Limit (PDF) — The box that reads '5,500' Qualified Retirement Plan (PDF) EIN (PDF) — Taxpayer Identification Number If you have questions about the form fill it out and send it in! This form is completed and signed for by a trustee or issuer if the trustee or issuer is the original owner of the IRA or an affiliate. Not completed by a trustee or issuer of the IRA. Form 5498-SA El Cajon California The following are the benefits you can receive if you complete the form: An email from our Support Team that includes answers to your questions about the form.

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