Form 5498 - Ira Contribution Information - 2016 (Page 6 of 6) in pdf

Form 5498 - Ira Contribution Information - 2016 Page 6

Instructions for Trustee or Issuer

File Copy A of this form with the IRS by

To complete Form 5498, use:

May 31, 2017. If you file electronically, you must

• the 2016 General Instructions for Certain

have software that generates a file according to

Information Returns, and

the specifications in Pub. 1220. The IRS does not

• the 2016 Instructions for Forms 1099-R and

provide a fill-in form option.

5498.

Need help? If you have questions about reporting

on Form 5498, call the information reporting

To order these instructions and additional forms,

go to

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

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

Caution: Because paper forms are scanned during

hearing or speech disability with access to TTY/

processing, you cannot file Forms 1096, 1097,

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

1098, 1099, 3921, 3922, or 5498 that you print

free).

from the IRS website.

Due dates. Furnish Copy B of this form to the

participant by May 31, 2017, but furnish fair market

value information and RMD if applicable by

January 31, 2017.

Form 5498 - Ira Contribution Information - 2016 Page 6