Form 5498 Irvine California 2024-2025

Form 5498 Irvine California: What You Should Know

Retirees (SIMPLE) and other designated retirement plans that are subject to tax withholding. It also reports a portion of employer contributions, including employer match contributions.  IRA Form 5498, IRA Contribution Information (Info Copy Only) — City of Irvine Web Page This is Form 5498, IRA Contribution Information (Info Copy Only). There are instructions on the form for completing this form.  For IRA contributions — H&R Block (Info Copy Required for 5498, 4th page), Vanguard Brokerage Services (Info Copy Required for 5498, 3rd page) 20 Apr 2025 — This allows you to continue making IRA contributions until April 21, which is the day after you file Form 5498. You do not have to file Form 5498 for contributions you made this year unless you wish to include a specific year in your prior year.  For IRA contributions — City of Irvine Web Page This forms enables you to report IRA contributions that are made to a Roth 401(k), Roth 403(b) (which is subject to income limits), Simplified Employee Pension (SEP),  SIMPLE, SEP IRA Plan, Traditional (401(k), 403(b), 457(b), Thrift Savings Plan), and Defined Contribution (401(k), 403(b), Thrift Savings Plan). It does not allow you to report contributions made to a Traditional IRA or a Roth IRA.  For contributions to a designated Roth account — The 4th page of Form 5498 indicates that they are for a designated Roth account to which you contribute directly (through payroll deduction). The 3rd and 4th pages of Form 5498, IRA Contribution Information (Info Copy Only) — indicate how the account was established and your name the administrator of the account.  If you are reporting contributions to a designated Roth account for which you pay income tax, see Publication 3, Notice 98, Employer's Federal Tax Guide for the Calendar Year ending September 30, 2016. IRS Publication 5498: IRA Contribution and Distribution Information Form 5498 is required by the IRS for the information reported on Form 5498 to report or report income from a Traditional IRA, Roth IRA, or SEP IRA, if the taxpayer has a designated Roth account or designated Roth account in which the earnings have been taxed as ordinary income, but which has not become subject to a tax.

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