Late Arriving Form 5498 On the Way

Just when you thought it was safe to put your tax stuff down, lick the wounds, and forget about it for another nine months, a pesky form may be headed your way.

Form 5498 Mailed End Of May5498 blank

Form 5498 reports all contributions and rollovers to all IRA’s and SEPS. If you fall into one of these situations … it’s in the mail.

DO NOT WORRY ! This form is for reconciliation on a delayed year basis. Toss it into your tax files and you are done.

Have a Great Day!

John A. Kvale CFA, CFP
8222 Douglas Ave # 590
Dallas, TX 75225

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