Refer and Earn! Refer friends, colleagues and business associates to Yearli and earn a $10 Amazon gift card for each referral that completes a filing. Refer Now

5498

Form 5498 is used to report IRA contribution information.

What is a 5498?
Form 5498 is used to report IRA contribution information.

Why do I file 5498?
The IRS requires that all income and deductible expenses are reported by businesses and individuals or penalties could apply.

Who needs to file 5498?
File Form 5498 for each person for whom you maintained any individual retirement arrangement (IRA), including a deemed IRA under section 408(q). See the official IRS instructions.

What to report
Contributions (including rollover contributions) to any individual retirement arrangement (IRA) including a SEP, SIMPLE, and Roth IRA; Roth conversions; IRA recharacterizations; and the fair market value (FMV) of the account.

5498 Filing Options

We've made it easy to file your 5498 forms. Simply create a Yearli account, enter or import your data, review your data and checkout. It's that easy. Yearli will file your forms to the IRS, applicable state agency and send copies to your recipients.

Core

Sign Up
Free
Annual Subscription + Filing Fees

Performance

Sign Up
$99
Annual Subscription + Filing Fees

Desktop

Sign Up
$439
Annual Subscription + Filing Fees

Estimate Your Filing Cost

Number of forms

Core

W-2 & 1099
$4.99
$5.99Jan 31

Performance

W-2 & 1099
$83.99

Desktop

W-2 & 1099
$401.50
Pricing reflects estimated cost to file W-2, 1099 & 1095 forms. Price also includes federal e-file, state reporting (where applicable), recipient print and mail.
View Detailed Pricing

What Our Customers Are Saying

4.8
Out of 5.0
Overall rating
based on 32,000+ ratings and reviews.
97%
of customers that buy from this merchant give them a 4 or 5-Star rating.
Rudy C | October 31, 2018
Website was easy to navigate and file forms.
Ernest J W | October 30, 2018
Great service for small business.
Read More Reviews