Form 5498 Features
From our Print Center, you can quickly & download any of your 5498 forms that have been filed with the IRS.
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.
Quickly add and upload all of your Trustees & Participants, contributions data at once with the bulk upload templates.
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.
You can provide access to the various members in your Organization for managing Filing on your behalf! You can also track their activities.
Track the activities of authorized users of your account including when and where they are logging in, uploading files, transmitting returns, etc.
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.