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Retirement tax questions
If you know the year end values or other questions being asked here, enter the information from your own records.
If you feel that you need the 5498 to answer these questions, file an extension (but pay any tax you may owe now) by April 15, 2025. You will then have until October 15, 2025 to complete and file your tax return.
How to file a federal tax extension.
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March 24, 2025
6:35 PM