IRS Form 5498, IRA Contribution Information - also known as the IRA Contribution Information Form 5498 - is a form that financial institutions acting as trustees or issuers of individual retirement arrangements (IRAs) file with the Internal Revenue Service (IRS) for each person for whom they maintained an IRA in the calendar year. This form is issued by the IRS and revised on a yearly basis. You can find a fillable Form IRS 5498 for download below.
The purpose of the form is to report contributions to IRAs, Roth conversions, IRA recharacterizations, and the fair market value (FMV) of the account, to the IRS.
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