Late Arriving Form 5498 On the Way

Originally posted on $treet-¢ents:

Just when you thought it was safe to put your tax stuff down, lick the wounds, and forget about it for another nine months, a pesky form may be headed your way.

Form 5498 Mailed End Of May5498 blank

Form 5498 reports all contributions and rollovers to all IRA’s and SEPS. If you fall into one of these situations … it’s in the mail.

DO NOT WORRY ! This form is for reconciliation on a delayed year basis. Toss it into your tax files and you are done.

Have a Great Day!

John A. Kvale CFA, CFP
8222 Douglas Ave # 590
Dallas, TX 75225

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Filed under: Investing/Financial Planning

About the author

John Kvale

John A. Kvale CFA, CFP, is the founder of J.K. Financial, Inc. and with 22 years of industry experience is currently the president of J.K.Financial, a fee only financial planning and wealth management firm. J.K. Financial specializes in wealth management, adhering to unique approaches to investing in the capital markets. The company has a global presence, serving individual and institutional clients across the United States as well as several foreign countries.

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