IRS Approved 5498 Forms and Envelopes

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 5498 Federal Copy A	IRS Approved 5498 Participant Copy B	IRS Approved 5498 State Copy C	IRS Approved 5498-SA Beneficiary Copy B

IRS Approved 5498-SA Trustee Copy C	IRS Approved 5498-ESA Federal Copy A	IRS Approved 5498-ESA Trustee Copy C	IRS Approved 5498-SA Federal Copy A

IRS Approved 5498-ESA Beneficiary Copy B	IRS Approved 5498-ESA Continuous 4-Part	IRS Approved 5498 Continuous 3-Part	IRS Approved 5498-SA Continuous 4-Part

IRS Approved 5498 Self-Mailer 3-Part	IRS Approved 5498 Self-Mailer 2-Part

IRS Approved Envelope for 1042 Forms

IRS Approved Standard Seal Envelope for 5498 Tax Forms	IRS Approved Self Seal Envelope for 5498 Tax Forms