You don't have to file Form 5498 with your tax return. However, it can help you keep track of contributions you've made to a traditional IRA, Roth IRA, SEP IRA, or SIMPLE IRA.Form 5498 is typically issued to anyone who has contributed to an IRA, but you generally won't have to do anything with it once you receive it

Question

i received a form 5498 from my bank after i filed last year. how can i make these corrections?

Forum|Forum|1 year ago
March 5, 2025
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JohnB5677

You don't have to file Form 5498 with your tax return.

However, it can help you keep track of contributions you've made to a traditional IRA, Roth IRA, SEP IRA, or SIMPLE IRA.
Form 5498 is typically issued to anyone who has contributed to an IRA, but you generally won't have to do anything with it once you receive it

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