Tax5498_V100

OFX / Types / Tax5498_V100

Form 5498 - IRA Contribution Information

#TagDescriptionType
1 SRVRTID ServerIdType
2 TAXYEAR YearType
3 VOID BooleanType
4 CORRECTED BooleanType
5 TRUSTEEADDR TrusteeAddressType
6 PARTICIPANTADDR ParticipantAddressType
7 TRUSTEEID TRUSTEE's or ISSUER’S federal identification number GenericNameType
8 PARTICIPANTID PARTICIPANT's social security number IdType
9 ACCTNUM Account number GenericNameType
10 IRACONTRIB Box 1. IRA contributions AmountType
11 ROLLOVER Box 2. Rollover contributions AmountType
12 CONVERS Box 3. Roth IRA conversion amount AmountType
13 RECHAR Box 4. Recharacterized contributions AmountType
14 FMVACCT Box 5. Fair market value of account AmountType
15 LIFEINS Box 6. Life insurance cost included in box 1 AmountType
16 SEPCONT Box 8. SEP contributions AmountType
17 SIMCONT Box 9. SIMPLE contributions AmountType
18 ROTHCONT Box 10. Roth IRA contributions AmountType
19 RMDNEXTYEAR Box 11. If checked, required minimum distribution for 2018 BooleanType
20 RMDDATE Box 12a. RMD date DateTimeType
21 RMDAMOUNT Box 12b. RMD amount AmountType
22 POSTPONE Box 13a. Postponed contribution AmountType
23 POSWTPONEYEAR Box 13b. Year YearType
24 POSTPONECODE Box 13c. Code GenericNameType
25 REPAY Box 14a. Repayments AmountType
26 REPAYCODE Box 14b. Code GenericNameType
27 FMVSPECIFIED Box 15a. FMV of certain specified assets AmountType
28 SPECIFIEDCODE Box 15b. Code(s) GenericNameType
29 IRA Box 7a. IRA BooleanType
30 SEP Box 7b. SEP BooleanType
31 SIMPLE Box 7c. SIMPLE BooleanType
32 ROTHIRA Box 7d. ROTHIRA BooleanType
Usages:
  1. Tax5498Response TAX5498_V100
https://storage.googleapis.com/taxdochub-forms-png-trimmed/2025/Tax5498.recipient.png

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