File 5498 Online
Looking for an efficient way to file 5498 online? IRS approved 1099ly allows you to eFile your 5498 with security and ease, all online. IRS Form 5498 is used to report IRA contribution information — including contributions, rollovers, conversions, and the fair market value of the account.
Why eFile 5498 with 1099ly?
- Easy and Secure eFiling
- Quick and Accurate Reporting
- State Filing Compliance
- Supports Bulk eFiling
- USPS Address Validation
- Notice Management
What is IRS Form 5498?
Form 5498, IRA Contribution Information, is filed by IRA trustees and custodians to report contributions, rollovers, conversions, recharacterizations, and the fair market value of an individual's IRA to the IRS.
Should You File 5498 With The IRS?
- If you have reportable contributions to any IRA, you must report those on Form 5498.
- If you converted from an IRA to a Roth IRA, the total amount converted must be reported on Form 5498.
- If an IRA is revoked or an account is closed, the contributions must be reported on Form 5498.
For more, visit www.irs.gov
5498 Deadline and Important Dates
With 1099ly, you can schedule the date that your forms are transmitted to the IRS. Scheduling your forms gives you time between when we email/USPS your forms to vendors and when we send the forms to the IRS. This is useful because your vendors may have edits to make. You can make those changes in 1099ly before the scheduled date at no extra charge. We automatically schedule your IRS eFile transmission a week away from when you submit, or by the deadline. You can edit this date to match your preference.
| Filing Type | Due Date |
|---|---|
| Recipient Copy (Only for FMV & RMD) by | Monday - February 2, 2026 |
| Recipient Copy (Other types of IRAs) by | Monday - June 1, 2026 |
| IRS eFile | Monday - June 1, 2026 |
| IRS Paper Filing | Monday - June 1, 2026 |
5498 eFile Info
Electronically filed 5498 Forms are directly transmitted to the IRS from 1099ly.
You will receive IRS acknowledgement of your eFile by email within 3-7 business days.
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The CF/SF Combined Federal State Filing Program allows parts of your federal filing to be transmitted to the state at no extra charge. Non-participating states must receive a direct filing. Learn more about state filing here.