5498-QA · e-file

File your 5498-QA online

Report each ABLE account’s contributions and year-end value — every account, every year — furnish the beneficiary statement by March 15, and e-file to the IRS by May 31.

From $3.00 per record — down to $1.00 at volume. Corrections at no charge.

What the 5498-QA reports

ABLE account contribution information — contributions, rollovers, and the December 31 value, every account, every year.

  • ABLE contributions (Box 1)
  • ABLE to ABLE rollovers (Box 2)
  • Cumulative contributions (Box 3)
  • Fair market value (Box 4)

When it's due

The IRS e-file deadline for the 5498-QA 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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