FORM 5498 January 31 IRA year-end fair market value (FMV), total contributions and the required minimum distribution (RMD) for tax year 2024, as applicable. May 31 Any contributions for 2024 made in 2025 will be reported with an updated/ corrected 5498. CONSOLIDATED 1099 WAVE I February 15...
May 31 Form 5498 Reports contributions (including rollover contributions) to any individual retirement arrangement (IRA), including a SEP, SIMPLE, and Roth IRA; Roth conversions; IRA re-characterizations; and the fair market value (FMV) of the account. If the mailing deadline falls on a weekend...
Final due date for IRA trustees to issue Form 5498, providing IRA owners with the fair market value (FMV) of their IRA accounts as of December 31, 2015. The FMV of an IRA on the last day of the prior year (Dec 31, 2015) is used to determine the required minimum distribution (RMD)...