IRS 5498 Forms and Templates

9
total templates

Documents

9

IRS Form 5498 2019 Ira Contribution Information

Rate
4.6(4.6 / 5) 46 votes
Size: 156 KB
6 pages

File this form if you represent a financial institution acting as a trustee or issuer of an individual retirement arrangement (IRA). The form is filed for each person with the IRAs during the calendar year.

+ show tags - hide tags
IRS Forms

IRS Form 5498-SA 2019 Hsa, Archer Msa, or Medicare Advantage Msa Information

Rate
4.4(4.4 / 5) 81 votes
Size: 88 KB
5 pages

File this form if you are a trustee or custodian of a Health Savings Account (HSA), Medicare Advantage MSA (MA MSA), or Archer Medical Savings Account (Archer MSA). You are required to fill out a separate form for every plan and for every person having one of these savings accounts.

+ show tags - hide tags
IRS Forms

IRS Form 5498-QA 2019 Able Account Contribution Information

Rate
4.5(4.5 / 5) 32 votes
Size: 81 KB
5 pages

Download this form if you are an issuer of the savings account called Achieving a Better Life Experience (ABLE). This form is used to report the rollover contributions and program-to-program transfers, as well as other types of contributions made to an ABLE account.

+ show tags - hide tags
IRS Forms

IRS Form 5498-ESA 2019 Coverdell Esa Contribution Information

Rate
4.3(4.3 / 5) 32 votes
Size: 72 KB
5 pages

This form is filed by the trustees or issuers of a Coverdell education savings account (ESA) for all clients having an ESA. The form allows to report the contributions to a Coverdell ESA, and the account's fair market value (FMV) for every calendar year.

+ show tags - hide tags
IRS Forms

IRS Form 5498 2018 Ira Contribution Information

Rate
4.8(4.8 / 5) 46 votes
Size: 155 KB
6 pages
+ show tags - hide tags
IRS Forms

IRS Form 5498-QA Able Account Contribution Information

Rate
4.7(4.7 / 5) 38 votes
Size: 81 KB
5 pages
+ show tags - hide tags
IRS Forms

IRS Form 5498-ESA 2018 Coverdell Esa Contribution Information

Rate
4.7(4.7 / 5) 23 votes
Size: 70 KB
5 pages
+ show tags - hide tags
5498 Forms IRS Forms Financial

Instructions for IRS Form 5498-esa - Coverdell Esa Contribution Information 2019

Rate
4.6(4.6 / 5) 58 votes
Size: 117 KB
2 pages
+ show tags - hide tags
IRS Forms