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Form 5498

Form 5498

IRS Form 5498 for tax year 2025 used by IRA trustees/issuers to report IRA contributions, rollovers, conversions, fair market value, and RMD information to the IRS and the participant.

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Rental Application Form Pennsylvania for submitting rental background in Pennsylvania

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Frequently asked questions

IRS Form 5498 (2025) is an information return completed by an IRA trustee/issuer to report a participant’s IRA activity to the IRS and to provide a copy to the participant. It collects trustee/issuer name, address, and TIN; participant name, address, and TIN; account number; and amounts for traditional IRA contributions, rollovers, Roth conversions, recharacterizations, SEP/SIMPLE/Roth contributions, and repayments. It also reports year-end fair market value, indicates whether an RMD is required for 2026, and may list RMD date/amount and special codes for late/postponed contributions and specified assets.
IRA trustees or issuers (financial institutions) that administer IRAs and must report participant IRA contributions and account information for 2025.
Filed with the IRS (Copy A to the IRS Service Center using the official scannable form for paper filing, or e-file via IRS information return e-file options). Copy B is furnished to the participant for their records.

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