Yes, IRS Form 5498 is one more form for you to deal with, but it doesn't make your tax life much more complicated. It's a benign, and even helpful, form. What's so great about it? Well, you don't have ...

The 5498-SA is the IRS form that reports all contributions to your HSA for the prior year (2023), including those contributed between Jan. 1 and the tax filing deadline of the current year. It also ...

It's everyone's least favorite time of year: Tax season, when you get hit with more attention from the Internal Revenue Service than you ever wanted. For investors, tax time comes with even more IRS ...

Philip Herzberg, a Lead Financial Advisor at Team Hewins, explains what you need to know about Form 1099-R, Form 5498, Form 1099, and Form W-4. Read 4 tax forms retirees need to gather and examine ...

New formal guidance from the Internal Revenue Service (IRS) extends the deadline for providers of individual retirement accounts and individual retirement annuities (IRAs) to file Form 5498 in ...

Did you get a distribution of $10 or more from your retirement, pension or annuity accounts? Or maybe you made contributions into a traditional, Roth, SEP or SIMPLE IRA in the preceding year. Perhaps ...

Form 5498-SA, the IRS form showing the total amount of contributions made to a health savings account from any source for the previous medical plan year (2022, in this case), is now available online ...

It's everyone's least favorite time of year: Tax season, when you get hit with more attention from the Internal Revenue Service than you ever wanted. For investors, tax time comes with even more IRS ...