https://ttlc.intuit.com/community/retirement/discussion/how-do-i-report-my-sep-ira-contribution-for-the-year-2024-before-my-broker-sends-out-the-tax/01/3428288#M228281 I've always contributed my personal IRA for the year before tax filing. However, the broker always sent the tax document after April after I filed my tax already. I assume that the tax document for SEP IRA will be sent out the same as my personal IRA after April. Thanks Tue, 03 Feb 2026 05:48:57 GMT jade70 2026-02-03T05:48:57Z https://ttlc.intuit.com/community/retirement/discussion/how-do-i-report-my-sep-ira-contribution-for-the-year-2024-before-my-broker-sends-out-the-tax/01/3428288#M228281 I've always contributed my personal IRA for the year before tax filing. However, the broker always sent the tax document after April after I filed my tax already. I assume that the tax document for SEP IRA will be sent out the same as my personal IRA after April. Thanks Tue, 03 Feb 2026 05:48:57 GMT https://ttlc.intuit.com/community/retirement/discussion/how-do-i-report-my-sep-ira-contribution-for-the-year-2024-before-my-broker-sends-out-the-tax/01/3428288#M228281 jade70 2026-02-03T05:48:57Z https://ttlc.intuit.com/community/retirement/discussion/re-how-do-i-report-my-sep-ira-contribution-for-the-year-2024-before-my-broker-sends-out-the-tax/01/3428292#M228282 <P>What form do you get after April? &nbsp;The 5498? &nbsp; You enter your contributions from your own records. &nbsp;You don’t need the 5498. &nbsp;</P> Wed, 22 Jan 2025 02:23:47 GMT https://ttlc.intuit.com/community/retirement/discussion/re-how-do-i-report-my-sep-ira-contribution-for-the-year-2024-before-my-broker-sends-out-the-tax/01/3428292#M228282 VolvoGirl 2025-01-22T02:23:47Z https://ttlc.intuit.com/community/retirement/discussion/re-how-do-i-report-my-sep-ira-contribution-for-the-year-2024-before-my-broker-sends-out-the-tax/01/3428477#M228288 <P>thanks for the answer.</P><P>&nbsp;</P><P>2024 was my first year of contribution for SEP IRA, so I don't know what form I will receive. &nbsp;Yes, I do have own record</P> Wed, 22 Jan 2025 11:55:06 GMT https://ttlc.intuit.com/community/retirement/discussion/re-how-do-i-report-my-sep-ira-contribution-for-the-year-2024-before-my-broker-sends-out-the-tax/01/3428477#M228288 jade70 2025-01-22T11:55:06Z https://ttlc.intuit.com/community/retirement/discussion/re-how-do-i-report-my-sep-ira-contribution-for-the-year-2024-before-my-broker-sends-out-the-tax/01/3443304#M229645 <P>Form 5498 will be sent for your SEP IRA. If you are a self-employed individual or a business owner making contributions to your own SEP IRA, you will also need to report these contributions on your tax return. For self-employed individuals, the contributions are typically deducted on Schedule C (Form 1040) or Schedule F (for farmers), and the total contributions are also reported on Form 1040.&nbsp;</P> <P>You can go ahead and file since you know the amount.</P> Wed, 29 Jan 2025 21:38:19 GMT https://ttlc.intuit.com/community/retirement/discussion/re-how-do-i-report-my-sep-ira-contribution-for-the-year-2024-before-my-broker-sends-out-the-tax/01/3443304#M229645 AmyC 2025-01-29T21:38:19Z