Yes, IRS Form 5498 is one more form for you to deal with, but it doesn't make your tax life much more complicated. It's a benign, and even helpful, form. What's so great about it? Well, you don't have ...

The 5498-SA is the IRS form that reports all contributions to your HSA for the prior year (2023), including those contributed between Jan. 1 and the tax filing deadline of the current year. It also ...

Form 5498-SA -- which shows the total amount of contributions made to an HSA from any source for the previous plan year (2018 in this case) -- will be available in mid-May. The form typically is not ...

It's everyone's least favorite time of year: Tax season, when you get hit with more attention from the Internal Revenue Service than you ever wanted. For investors, tax time comes with even more IRS ...

Let's dig into Form 5498. The IRA provider must file this form every year for every IRA it manages. The form reports the prior year-end fair market value of the IRA, whether any contribution was made ...

Every IRA custodian is required to report annually to the Internal Revenue Service (“IRS”) the fair market value of each IRA it holds. The IRA custodian will report the fair market value of the IRA to ...

New formal guidance from the Internal Revenue Service (IRS) extends the deadline for providers of individual retirement accounts and individual retirement annuities (IRAs) to file Form 5498 in ...

Establishing an individual retirement account (IRA) provides many tax advantages. The contributions may be deductible from income and generally the earnings and gains will not be taxed until ...

Did you get a distribution of $10 or more from your retirement, pension or annuity accounts? Or maybe you made contributions into a traditional, Roth, SEP or SIMPLE IRA in the preceding year. Perhaps ...