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Form 5498

Form 5498
Who needs its?
Investors who made a contribution (including rollovers, conversions, recharacterizations, reconversions and employer contributions) to an IRA.
When is it mailed by?
By the first business day on or after May 31.

IRA Contribution Information

Form 5498 reports all contributions to IRA accounts for tax year 2013. If you made a contribution (including rollovers, conversions, recharacterizations, reconversions, and employer contributions) to your Domini Traditional IRA, Roth IRA, SEP-IRA, or SIMPLE IRA during 2013, you will receive a Form 5498.

Since contributions can be made until April 15, 2014 for 2013, your form will be mailed to you by June 2, 2014. The information is reported to the IRS, but you don’t have to file it with your 2013 tax return. Form 5498 also reports the fair market value of your IRA account as of December 31, 2013. This information may be reported to you on your year-end transaction history statement instead of Form 5498, since Form 5498 will not be generated if you did not make any contributions to your IRA accounts.

Note: A direct trustee-to-trustee transfer will not generate a Form 5498.