2018 irs-authorized Form 5498 e-file provider

E-File Form 5498 for 2018 in Minutes

Meet The Upcoming E-File Deadline on May 31, 2019
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What is Form 5498?

Form 5498 is an IRA Contribution Information Form used to report contributions, rollovers, conversions, recharacterizations, and year-end fair market value for traditional IRA, SEP-IRA, SIMPLE IRA, Roth IRA, and Inherited IRA contracts. An IRA includes all investments under one IRA plan. It is not necessary to file a Form 5498 for each investment under one plan.

You can expect to receive IRS Form 5498 if you made contributions to an Individual Retirement Arrangement (IRA) in the preceding tax year. The "custodian" of your IRA, typically the bank or other financial institution that manages your account, will mail a copy of this form to both you and the IRS.

If you have an IRA but made no contributions for the year, the custodian generally won't send you a Form 5498 unless you have a required minimum distribution from the account. To learn more about Form 5498, visit irs.gov.

Are you ready to report your 5498 Form? Get started with TaxBandits and file in a matter of minutes! Start E-Filing Now

Deadline to File 2018 Form 5498

2018 Form 5498 participant (Only for FMV & RMD) deadline

Due to the participant (Only for FMV & RMD) by:

January 31, 2019

2018 Form 5498 participant (Other types of IRAs) deadline

Due to the participant (Other types of IRAs) by:

May 31, 2019

2018 Form 5498 e-filing deadline

E-File Form 5498 with the IRS by:

May 31, 2019

IRS requires Form 5498 to be reported on or before January 31, 2019, when you furnished a statement of the FMV of the account (boxes 15a and 15b) and RMD, if applicable. Trustees of SIMPLE IRAs also must provide a statement of the account activity by January 31, 2019. Contribution information for all other types of IRAs must be provided by May 31, 2019.

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Information Required to E-File Form 5498 Online

  • Trustees or Issuers’ Details: Name, TIN, Address, and Contact Information
  • Participant’s Details: Name, TIN, Address, and Contact Information

Are you ready to file your 5498? Get started with your free TaxBandits account!

How To E-File Form 5498 Online

  • Create a FREE account with TaxBandits
  • Select “Form 5498”
  • Enter Trustee’s or Issuer’s Details (Name, TIN, Address)
  • Enter Participant’s Details (Name, TIN, Address)
  • Enter IRA Contribution information
  • Review, Pay & Transmit Form 5498 directly to the IRS.

While filing your 5498 return with TaxBandits, you also have the option of postal mailing participant copies. Simply select the Postal Mail option and we will take care of the rest!

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Upcoming Deadline: IRS Form 941 1st Quarter deadline is on April 30, 2019.