File this form for each person for whom you maintained any individual retirement arrangement (IRA), including a deemed IRA under section 408(q). Current Revision Form 5498PDF Instructions for Forms 1099-R and 5498 (Print VersionPDF) Recent Developments Guidance for Certain Required Minimum Distributions (RMDs) for the 2021 and 2022 tax years -- 17-NOV-2022 Filing Extension and Other Relief for Form 1040 FilersPDF -- 29-MAR-2021 Rollover Relief for Waived Required Minimum Distributions under CARES Act -- 24-JUN--2020 Form 5498 due date postponed to August 31, 2020 (Notice 2020-35)PDF -- 29-MAY-2020 Taxpayer Relief for Certain Tax-Related Deadlines Due To Coronavirus Pandemic -- 14-APR-2020 Other Items You May Find Useful All Revisions For Form 5498 Publication 1220, Specifications for Filing Forms 1097, 1098, 1099, 3921, 3922, 5498, 8935, and W2-G ElectronicallyPDF Other Current Products Related Items About General Instructions for Certain Information Returns About Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. Form 8508, Request for Waiver From Filing Information Returns Electronically (PDF)
