5498 Forms
File form 5498 when you have to report to the IRS your IRA contributions for the year along with other information about your IRA account. The IRA custodian is required to file with the IRS, usually by May 31. You won't find this form in TurboTax or similar software, nor do you file it with your tax return.
Form 5498-SA reports your annual contributions to these tax-free accounts that you use to pay for medical expenses. Contributions to similar accounts, such as Archer Medical Savings Accounts and Medicare Advantage MSAs will also warrant a Form 5498-SA. This form must be mailed to participants and the IRS by May 31.
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