IRS Form 5498, IRA and Coverdell ESA Contribution Information

The trustee or issuer of an individual retirement arrangement (IRA) or Coverdell Education Savings Account (ESA) will report to the IRS any contributions or changes made to the account by the participant on various types of IRS Form 5498. More specifically, these forms will be sent when the participant makes contributions (including rollover contributions) to any IRA including a SEP, SIMPLE, Roth IRA, and Coverdell ESA; Roth conversions; and IRA recharacterizations.

2014 IRS Form 5498, IRA Contribution Information

2014 Instructions for IRS Form 5498, IRA Contribution Information

2013 IRS Form 5498, IRA Contribution Information

2013 Instructions for IRS Form 5498, IRA Contribution Information

2014 IRS Form 5498-ESA, Coverdell ESA Contribution Information

2014 Instructions for IRS Form 5498-ESA, Coverdell ESA Contribution Information

2013 IRS Form 5498-ESA, Coverdell ESA Contribution Information

2013 Instructions for IRS Form 5498-ESA, Coverdell ESA Contribution Information

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