If you have an IRA, you’ll receive Form 5498 Reviewed by Ebony Howard Fact checked by Vikki Velasquez IRS Form 5498: IRA Contribution Information is a tax form to report Individual Retirement ...

Retirees who turned 73 in 2024 must take their first RMD from IRAs or 401(k)s by April 1, 2025—or face a steep IRS penalty.

The Internal Revenue Service (IRS) has reminded taxpayers that some retirees must begin receiving payments from Individual Retirement Accounts (IRAs) and similar workplace retirement plans by Tuesday, ...

Here are some suggestions from the IRS on securing past documents you’ll need. Request copies of these key documents from the 2021 tax year. These would be Forms W-2, 1098, 1099 or 5498 for ...

Also, taxpayers seeking a 2021 tax refund may see that refund ... from information returns received by the IRS, such as Forms W-2, 1099, 1098, Form 5498, and IRA contribution information.