Form 5498 documents individual retirement account (IRA) contributions, rollovers and distributions. You don’t need to fill it out or send it to the IRS — just keep it for your records. Many, or all, ...

Contribution agreements are critical legal documents used for the appropriate allocation of assets. They are essential for all businesses, which need to understand the rules and regulations of ...

Tax forms can be confusing and a hassle, but you don't even have to file a 5498 form. Yes, IRS Form 5498 is one more form for you to deal with, but it doesn't make your tax life much more complicated.

Form 5498-SA -- which shows the total amount of contributions made to an HSA from any source for the previous plan year (2018 in this case) -- will be available in mid-May. The form typically is not ...

Keeping Form 5498 can be particularly helpful if you made nondeductible contributions to a traditional IRA. If you made any traditional IRA contributions that were not tax-deductible, then a portion ...