Form 5498, IRA Contribution Information Instructions
This form contains 63 fields organized into 19 sections. Below is a complete list of every field, its type, and what information is expected.
| Field Name | Type | Description |
|---|---|---|
| Account Information | ||
| Account number (see instructions) | Text |
Enter the account number associated with the IRA. Refer to the form instructions for guidance.
|
| Number |
Enter the fair market value of the account as of December 31 of the previous year.
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| Account number (see instructions) | Text |
Enter the account number associated with the participant's IRA, as per the form instructions.
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| Additional Contributions/Distributions | ||
| Number |
Enter the amount of any other contributions or distributions not covered by other fields.
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| Additional Information | ||
| Text |
Enter any other relevant information related to the account.
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|
| Text |
Enter any other information related to the IRA that is not covered by other fields.
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| Codes and Identifiers | ||
| 13c Code | Text |
Enter the code that corresponds to the type of contribution or distribution.
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| Contribution/Distribution Details | ||
| 10 | Text |
Enter the specific information or value required for box 10 as per the form instructions.
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| Text |
Enter the specific information or value required for this field as per the form instructions.
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|
| Text |
Enter the specific information or value required for this field as per the form instructions.
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| Text |
Enter the specific information or value required for this field as per the form instructions.
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| Text |
Enter the specific information or value required for this field as per the form instructions.
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| Text |
Enter the specific information or value required for this field as per the form instructions.
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| Text |
Enter the specific information or value required for this field as per the form instructions.
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| 14b Code | Text |
Enter the appropriate code for Box 14b, which indicates the type of IRA contribution or distribution.
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| Text |
Provide the information required for Box 15a, as per the form instructions.
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| specified | Text |
Specify the details as required in the form instructions for this field.
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| Text |
Provide the information required for this field as per the form instructions.
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| Text |
Provide the information required for this field as per the form instructions.
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| 4 | Number |
Enter the amount or information required for Box 4, as per the form instructions.
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| Text |
Provide the information required for this field as per the form instructions.
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| Distributions | ||
| 12a RMD date | Date |
Enter the required minimum distribution (RMD) date for the account holder.
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| Form Information | ||
| 13b Year | Text |
Enter the tax year for which the form is being completed. This should be a four-digit year.
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| General Information | ||
| topmostSubform[0].CopyA[0].c1_1[0]_1 | CheckBox |
Check this box if the information pertains to a specific condition or requirement as indicated in the form instructions.
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| topmostSubform[0].CopyA[0].c1_1[1]_2 | CheckBox |
Check this box if the information pertains to a specific condition or requirement as indicated in the form instructions.
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| 13b Year | Text |
Enter the year for which the information is being reported. This should be a 4-digit year.
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| IRA Contributions | ||
| topmostSubform[0].CopyA[0].RightCol[0].c1_3[1]_2 | CheckBox |
Check this box if the account holder has made contributions to a traditional IRA.
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| topmostSubform[0].CopyA[0].RightCol[0].c1_3[2]_3 | CheckBox |
Check this box if the account holder has made contributions to a Roth IRA.
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| topmostSubform[0].CopyA[0].RightCol[0].c1_3[3]_4 | CheckBox |
Check this box if the account holder has made contributions to a SEP IRA.
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| Number |
Enter the total amount of contributions made to the account during the year.
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| topmostSubform[0].CopyA[0].RightCol[0].c1_4[0]_1 | CheckBox |
Check this box if the account holder has made contributions to a SIMPLE IRA.
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| Number |
Enter the total contributions made to the IRA for the tax year.
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| IRA Contributions and Distributions | ||
| 13c Code | Text |
Enter the code for Box 13c, which indicates the type of contribution or distribution related to the IRA account.
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| Number |
Enter the amount or information related to Box 14a, which may pertain to specific IRA transactions or values.
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| 14b Code | Text |
Enter the code for Box 14b, which specifies the type of transaction or condition related to the IRA account.
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| Number |
Enter the amount or information related to Box 15a, which may involve specific IRA transactions or values.
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| 15b Code(s) | Text |
Enter the code(s) for Box 15b, which indicate the type of transaction or condition related to the IRA account.
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| IRA Conversions | ||
| Number |
Enter the amount of any Roth IRA conversions.
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| IRA Information | ||
| Number |
Enter the fair market value of the IRA as of December 31 of the previous year.
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| IRA Recharacterizations | ||
| Number |
Enter the amount of any recharacterizations made during the year.
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|
| Number |
Enter the amount of any recharacterized contributions made to the IRA.
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| IRA Rollovers | ||
| Number |
Enter the amount of any rollover contributions made to the IRA.
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| Number |
Enter the amount of any late rollover contributions.
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| IRA Rollovers/Conversions | ||
| Number |
Enter the amount of any rollovers or conversions made to the account during the year.
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| IRA Type | ||
| topmostSubform[0].CopyB[0].RightCol[0].c2_3[0]_1 | CheckBox |
Check this box if the IRA is a traditional IRA.
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| topmostSubform[0].CopyB[0].RightCol[0].c2_3[1]_2 | CheckBox |
Check this box if the IRA is a Roth IRA.
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| topmostSubform[0].CopyB[0].RightCol[0].c2_3[2]_3 | CheckBox |
Check this box if the IRA is a SEP IRA.
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| topmostSubform[0].CopyB[0].RightCol[0].c2_3[3]_4 | CheckBox |
Check this box if the IRA is a SIMPLE IRA.
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| topmostSubform[0].CopyB[0].RightCol[0].c2_4[0]_1 | CheckBox |
Check this box if the IRA is an inherited IRA.
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| Participant Information | ||
| PARTICIPANT'S TIN | Text |
Enter the Taxpayer Identification Number (TIN) of the participant. This should be a 9-digit number.
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| PARTICIPANT'S name | Text |
Enter the full name of the participant.
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| City or town, state or province, country, and ZIP or foreign postal code | Text |
Enter the city or town, state or province, country, and ZIP or foreign postal code for the participant.
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| topmostSubform[0].CopyA[0].RightCol[0].c1_3[0]_1 | CheckBox |
Check this box if the account holder is a participant in a retirement plan.
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| topmostSubform[0].CopyB[0].c2_1[0]_2 | CheckBox |
Check this box if applicable, as per the instructions on Copy B of the form.
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| PARTICIPANT'S TIN | Text |
Enter the Taxpayer Identification Number (TIN) of the participant. This should be a 9-digit number.
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| PARTICIPANT'S name | Text |
Enter the full name of the participant.
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| Street address (including apt. no.) | Text |
Enter the street address of the participant, including apartment number if applicable.
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| City or town, state or province, country, and ZIP or foreign postal code | Text |
Enter the city or town, state or province, country, and ZIP or foreign postal code of the participant.
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| RMD Information | ||
| 12a RMD date | Date |
Enter the required minimum distribution (RMD) date for the IRA.
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| Trustee/Issuer Information | ||
| TRUSTEE'S or ISSUER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code | Text |
Enter the full name, street address, city or town, state or province, country, and ZIP or foreign postal code of the trustee or issuer.
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| TRUSTEE'S or ISSUER'S TIN | Text |
Enter the Taxpayer Identification Number (TIN) of the trustee or issuer. This should be a 9-digit number.
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| TRUSTEE’S or ISSUER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code | Text |
Enter the full name, street address, city or town, state or province, country, and ZIP or foreign postal code of the trustee or issuer.
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| TRUSTEE'S or ISSUER'S TIN | Text |
Enter the Taxpayer Identification Number (TIN) of the trustee or issuer. This should be a 9-digit number.
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