Yes, IRS Form 5498 is one more form for you to deal with, but it doesn't make your tax life much more complicated. It's a benign, and even helpful, form. What's so great about it? Well, you don't have ...

The 5498-SA is the IRS form that reports all contributions to your HSA for the prior year (2023), including those contributed between Jan. 1 and the tax filing deadline of the current year. It also ...

A few days ago, "Joe," age 49, received an IRS Form 5498 from his financial institution that looked at first blush like a report of a contribution to his IRA (individual retirement arrangement).

Before it’s time to file your taxes, it’s time to gather all the information you need to prepare your return. The 2021 tax reporting season is upon us! Here are essential planning insights for the ...

Did you get a distribution of $10 or more from your retirement, pension or annuity accounts? Or maybe you made contributions into a traditional, Roth, SEP or SIMPLE IRA in the preceding year. Perhaps ...