Form 5498 reports your IRA contributions to the IRS. Your IRA trustee or issuer — not you — is required to file this form with the IRS by May 31. When you save for retirement with an ...
The document is for informational purposes only and you don't need to file it with their tax return. Form 5498 details IRA contributions, required minimum distributions (RMDs), Roth IRA ...
Next, if you're filing taxes electronically, you'll need your adjusted gross income from last year to verify your identity.