5498 · e-file

File your 5498 online

Report IRA contributions and year-end values for your participants, and e-file to the IRS.

From $3.50 per record — down to $0.80 at volume. Corrections at no charge.

What the 5498 reports

IRA contribution information — contributions, rollovers, and fair market value.

IRA contributions (other than amounts in boxes 2–4, 8–10, 13a, and 14a) (Box 1)
Rollover contributions (Box 2)
Roth IRA conversion amount (Box 3)
Recharacterized contributions (Box 4)

When it's due

The IRS e-file deadline for the 5498 is May 31 of the year after the tax year.

Enter your records early and pick a release date — checkout holds them until then, and warns you before any chosen date would file late.

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