DavidD66
Expert Alumni

Retirement tax questions

Form 5498: IRA Contributions Information reports your IRA contributions to the IRS. Your IRA trustee or issuer - not you - is required to file this form with the IRS by May 31.  If you took distributions from an IRA (including RMDs) they would be reported on Form 1099-R.

 

To report your interest reported on Form 1098:

  • Click on Search
  • Type "Form 1098" and hit Enter
  • Click on "Jump to Form 1098"
  • The program will guide you through entering your 1098 
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