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    5498 Forms – Information and Details You Need to Know

    As a financial institution or individual selling financial services to other people, you are required to submit 5498 forms for all your clients. The 5498 form is an annual document that needs to be created to show the details of all the retirement accounts and tax preferred savings accounts that you may be handling for your individual or corporate clients. One copy of the 5498 forms is sent to the IRS and another has to be sent to the person who owns the account so that he can use it to file his individual returns as well. The tax form 5498 reports this information for various kinds of accounts including IRA, HAS, MSA and ESA plans. The estimates of the amount are based on the value of the holding as on December 31st of every year. Not only do you need to provide a 5498 form for each client, you need to also have a separate form for each kind of account that he holds.

    Varieties of Tax Form 5498

    There are basically three kinds of 5498 forms that have been created by the IRS. Form 5498 IRA Contribution Information is the one used to report all kinds of IRA based accounts. Form 5498-SA is used to report Health Savings Accounts (HSA) Archer Medical Savings Accounts (MSA) and Medicare Advantage MSA’s. Form 5498-ESA contains details about the Coverdell Education Savings Accounts.

    Different Types of 5498 Form Options covers all kinds of 5498 tax forms that you might need. There are self mailers, federal copies, beneficiary copies, trustee copies and state copies as well. Each of these is available in options that allow you to use dot matrix printer or the laser printer to print on. In addition to that you can be sure that you will be able to find each of the above mentioned 5498 forms in various formats to ensure software compatibility.

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