Form 5498 Generator by Jform
Banks, brokerages, and other IRA trustees use Form 5498 to report each account holder's contributions, rollovers, and year-end account value. Fill out Form 5498 online for free with Jform and download a ready-to-use PDF.
Protect account holder details
Form 5498 carries names, taxpayer identification numbers, and account values. Jform secures submissions with 256-bit SSL encryption and GDPR and CCPA friendly features, and you can add encrypted forms for sensitive financial data.
Works on computers, tablets, and phones
Fill out Form 5498 from your desk or on the go. The form fits any screen, so you can enter contribution amounts and account details on a laptop, tablet, or phone without zooming or scrolling sideways.
Simple to complete and save
Each box on Form 5498 is laid out as an easy-to-follow field. Enter only the amounts that apply, then download the completed form as a PDF in a few clicks.
Matches the IRS form exactly
Jform turns your answers into the original Form 5498 layout, box for box. The PDF you download looks the same as the IRS version, so recipients know exactly what they're reading.
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What is Form 5498 used for?
Form 5498, IRA Contribution Information, reports contributions made to traditional, Roth, SEP, and SIMPLE IRAs for the year. It also shows rollovers, Roth conversions, recharacterized contributions, and the account's fair market value at year-end, and it can flag whether a required minimum distribution is due for the next year.
Who files Form 5498?
The trustee or issuer of the IRA files it, not the account holder. That's usually a bank, brokerage, credit union, or insurance company. If you're the account holder, you'll get a copy for your records, but you don't attach it to your tax return.
Why does Form 5498 arrive after tax season?
You can make IRA contributions for a given year up until the tax filing deadline the following spring, so trustees have until May 31 to file Form 5498 and send it to account holders. A separate statement of the account's fair market value is generally due to the account holder by January 31.
How do I fill out Form 5498?
Enter the trustee's or issuer's name, address, and TIN, then the participant's name, TIN, and address, plus an account number if you use one. Next, fill in the boxes that apply: regular IRA contributions in box 1, rollovers in box 2, Roth conversions in box 3, recharacterized contributions in box 4, and the fair market value of the account in box 5.
Use box 7 to mark the account type, boxes 8 through 10 for SEP, SIMPLE, and Roth IRA contributions, and boxes 11 through 12b if a required minimum distribution is due for the next year.
Can I use the downloaded PDF to file Copy A with the IRS?
Copy A sent to the IRS on paper has to be the official scannable form printed in red ink, or it must be filed electronically. The PDF you download from Jform works well for account holder copies, drafts, and your own records.
Is my information safe when I fill out Form 5498 on Jform?
Yes. Every submission is protected with 256-bit SSL encryption, and you can turn on encrypted forms for an added layer of security. Filling out the form and downloading your PDF is free.
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