Form 5498 Information Notice

Form 5498 is a document sent to both the IRS and IRA account owners. This Form notes any contributions made for the previous tax year, as well as the Year-End Fair Market Value of your IRA account.

 

We have electronically filed the Form 5498 with the IRS. Copies of these forms were mailed to all IRA clients on May 25th.

 

  • If your form is correct, there is no action required and you may retain the notice for your records.
  • If you feel your Form 5498 is incorrect, please contact our Customer Support Team. ┬áPlease note that the fee for Form 5498 corrections varies based on the type of correction.

 

If you have any questions regarding this Form, please contact our Customer Service Team at (888) 855-9856.