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The trustee or issuer of an individual retirement arrangement (IRA) or Coverdell Education Savings Account (ESA) will report to the IRS any contributions or changes made to the account by the participant on various types of IRS Form 5498. More specifically, these forms will be sent when the participant makes contributions (including rollover contributions) to any IRA including a SEP, SIMPLE, Roth IRA, and Coverdell ESA; Roth conversions; and IRA recharacterizations.
2011 Tax Year
2012 Tax Year
The files are in Adobe portable document format (PDF), which requires the use of Adobe Acrobat Reader.
Adobe Acrobat Reader is available, without charge, at the Adobe website.
After you finish your federal tax return, your information will accurately and automatically transfer into your state return. Just answer a few state specific questions, and you're done.
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