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File Form 5498 for each person for whom you maintained any individual retirement arrangement, including a deemed IRA under section 408Q
An IRA includes all investments under one IRA plan. It is not necessary to file a Form 5498 for each investment under one plan. For example, if a participant has three certificates of deposit (CDs) under one IRA plan, only one Form 5498 is required for all contributions and the fair market values (FMVs) of the CDs under the plan. However, if a participant has established more than one IRA plan with the same trustee, a separate Form 5498 must be filed for each plan
These forms are required to be filed by the trustee or issuer of your IRA and contain various types of information
After June 1st all Tax Forms are for current tax year
![]() IRS Approved Standard Seal Envelope for 5498 Tax Forms |
![]() IRS Approved Self Seal Envelope for 5498 Tax Forms |
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