Form 5498 Features

Print Center

Print Center

From our Print Center, you can quickly & download any of your 5498 forms that have been filed with the IRS.

Postal Mailing

Postal Mailing

With our postal mailing feature, you can choose to have TaxBandits send a hard copy to any of your beneficiaries after your return has been filed with the IRS.

Bulk Upload & Smart Upload

Bulk Upload

Quickly add and upload all of your Trustees & Participants, contributions data at once with the bulk upload templates.


Form 1096

Form 1096 is a transmittal form providing the summary of your 5498 forms and it's required when paper filing. However, if you efile your 5498 Forms with TaxBandits, Form 1096 is auto-generated.


Tax Extensions Available

Need more time to file your 5498 Forms? You can e-file an extension Form 8809 from your TaxBandits account to extend the time for filing your 5498 Forms.

Multi User Access

Multi-User Access

You can provide access to the various members in your Organization for managing Filing on your behalf! You can also track their activities.

Activity Log

Activity Log

Track the activities of authorized users of your account including when and where they are logging in, uploading files, transmitting returns, etc.

US-Based Customer Support

US-based Support

For any assistance at all, you can contact our 100% US-based TaxBandits customer support team located in Rock Hill, South Carolina by phone, email or live chat.



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