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Form 5498 online LA: What You Should Know

IRAs (SIMPLE), Traditional Individual Retirement Arrangement (TERRA), SEP IRA, and Tax-Succeeding  Plan — TurboT ax In the box labeled “Roth IRA,” enter a maximum of 5,500 (if you made your original IRA contribution before February 18, 2014, enter 3,000). If your total contribution amount for  you was 5,500 or less, you can disregard any amounts you entered under “Roth IRA” or under “Other” under the box labeled “Other IRA contributions” that may not  be Roth IRA amounts. If Form 5498 is received by its deadline, you must file a notice of failure to timely file for each person (other than a partnership, trust, or company, or a government agency that collects tax through a contract).  If your IRA was made under the  Employer Retirement Income Security Act (ERICA)/Employment-Based Plan, make sure you know when it  became vested (i.e., became subject to taxation), when it became effective, and when the  previous year's annual tax was paid. What Is IRS Form 5498? Sep 18, 2025 — IRS Form 5498 IRA Contribution Information (Info Copy Only) Sep 12, 2025 — File this form for each person for whom you maintained any IRA, including a deemed IRA under section 5498.pdf — TurboT ax Sep 24, 2025 — IRA tax return deadlines. You are still required to file all IRAs you maintained before the  IRS Form 5498 contribution deadline but are not required to file a new form. What Is IRS Form 5498? The 5498 tax form reports your total annual contributions to an IRA account and identifies the type of retirement account you have, such as a Roth IRA, SEP, SEPT, or TERRA IRA. What Is IRS Form 5498: IRA Contribution Information? Sep 22, 2025 — Understanding IRS 5498.

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