Form 5498 - Ira Contribution Information - 2013 (Page 6 of 6) in pdf

Form 5498 - Ira Contribution Information - 2013 Page 6

Instructions for Trustee or Issuer

We provide general and specific form instructions

File Copy A of this form with the IRS by

separately. You should use the 2013 General

June 2, 2014. If you file electronically, you must

Instructions for Certain Information Returns and

have software that generates a file according to

the 2013 Instructions for Forms 1099-R and 5498

the specifications in Pub. 1220, Specifications for

to complete Form 5498. To order these

Filing Forms 1097, 1098, 1099, 3921, 3922, 5498,

instructions and additional forms, go to

8935, and W-2G Electronically. The IRS does not

or call 1-800-TAX-FORM

provide a fill-in form option.

(1-800-829-3676).

Need help? If you have questions about reporting

Caution: Because paper forms are scanned during

on Form 5498, call the information reporting

processing, you cannot file with the IRS Forms

customer service site toll free at 1-866-455-7438

1096, 1097, 1098, 1099, 3921, 3922, or 5498 that

or 304-263-8700 (not toll free). Persons with a

you print from the IRS website.

hearing or speech disability with access to TTY/

TDD equipment can call 304-579-4827 (not toll

Due dates. Furnish Copy B of this form to the

free). The hours of operation are Monday through

participant by June 2, 2014, but furnish fair market

Friday from 8:30 a.m. to 4:30 p.m., Eastern time.

value information and RMD if applicable by

January 31, 2014.

Form 5498 - Ira Contribution Information - 2013 Page 6