E-File Form 5498 | Form 5498, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc.| E-File 1099-R | 1099-R Filing Due Date | 1099-R Online | 1099-R Corrections

What is a Form-5498 form ?


Payment Settlement Entities (IRA) file Form 5498 for payments made in settlement of a reportable payment transaction.

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What is IRS Form 5498?

IRS Form 5498 is used to report individual retirement arrangements. Example use: Contributions to any IRS must be reported on IRS Form 5498.

  • If you have reportable contributions to any IRA, you must report those on Form 5498
  • If you converted from an IRA to a Roth IRA, the total amount converted must be reported on Form 5498.
  • If an IRA is revoked, or an account is closed, the contributions must be reported on Form 5498.
  • For more,visit www.irs.gov

Important dates

With Tax1099.com, you can schedule the date that your forms are transmitted to the IRS. Scheduling your forms gives you time between when we email/USPS your forms to vendors, and when we send the forms to the IRS. This is useful because your vendors may have edits to make. You can make those changes in Tax1099 before the scheduled date at no extra charge. We automatically schedule your IRS eFile transmission at a week away from when you submit, or by the deadline. You can edit this date to match your preference.

Filing Type Due Date
Recipient copy Feb 15, 2019
IRS Paper Filing Feb 28, 2019
IRS eFile Apr 1, 2019

eFile info



Electronically-filed 5498 forms are directly transmitted to the IRS from Tax1099.

You will receive IRS acknowledgement of your eFile by email within 3 - 7 business days.

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