SOFTWARE       for filing of all 1095-B, 1095-C, 1097, 1098, 1099, 3921, 3922, 5498, 8027, 8955-SSA, 8966 FATCA Report, W-2, W-2C, W-2G, and 1042-S tax forms.
Order Online or Call
phone icon
(877) 380-6474 (480) 706-6474 (480) 460-1052
IRS Form 5498 5498 Software

5498 Software (Tax Year 2023)

IRA Contribution Information


Use the software today!  Order online and the shopping cart will e-mail you instructions on how to activate the software.

Software

5498 Electronic Filing Software
$289.95

Software requires a transmitter control code (TCC) issued by the IRS.

Software imports up to 2,500 records. Additional 10,000 record increments can be purchased by calling sales at (480) 706-6474.

Outsourcing

Let out trained staff import your data from excel, print and mail, and electronically file on your behalf using our TCC number. We work quickly and have experienced staff who can provide complete, secure outsourcing solutions. Starting as low as $399.

Outsourcing is a flat efilng fee based on each excel file up to and including 1,000 records. Please call our office at (480) 706-6474 for an individual quote.

5498 Software IRS Form 5498 - Form 5498 is submitted to the IRS by the trustee or issuer of your individual retirement arrangement (IRA) to report contributions, including any catch-up contributions, and the fair market value of the account. The form provides details about contributions made to traditional, Roth, and SIMPLE IRAs, as well as the fair market value of the IRA at the end of the tax year.

5498 software makes it easy to import, print and/or efile IRS Form 5498 directly to the IRS.

New Paper/Electronic Filing Threshold...
IRS mandates electronic filing of 10 or more information returns. The new threshold is effective for information returns beginning tax year 2023. FIRE TCC holders who submitted their TCC application prior to September 26, 2021, must complete and submit a new application and verify their identity through ID.me, an IRS provider of sign-in services.

Import...
Simply import the data from Excel. Sample excel worksheets can be downloaded from this site.

Print...
Copy B can be printed on plain paper with black ink.

File Directly to the IRS...
5498 software will generate a file formatted according to Publication 1220, Specifications for Electronic Filing of Forms 1097, 1098, 1099, 3921, 3922, 5498, and W-2G. The system is updated each year to reflect format changes that are made by the IRS. 1099FIRE is the only company to offer OneTouch E-Filing. One click of a button will automatically upload data directly to the IRS FIRE system using your login credentials. A receipt of your file will be displayed on screen.

5498 software is valid for the tax year 2023 season and prior tax years. Renewals can be purchased at a reduced cost.

Replacements, Corrections, Prior Years...
Need to file an original or a correction for a current or prior year? Not a problem. 5498 software let's you print and electronically file originals, replacements, or corrections for current or prior years.

Due Dates...
Furnish Copy B of this form to the participant by June 1, but furnish fair market value information and RMD if applicable by February 2.

Recent Blog Articles...
Understanding IRS Form 5498
What is IRS Form 5498?
About IRS forms 5498, 5498-ESA and 5498-SA
About Form 5498

Related...
5498 software, form 5498, IRA Contribution Information, irs form 5498, IRS Form 5498 software, Form 5498 e-filing, 5498 tax reporting software, Electronic 5498 reporting, 5498 tax document preparation, 5498 tax software solutions, Form 5498 online filing, IRS 5498 reporting tools, Reporting interest income on Form 5498, 5498 data entry software, 5498 tax return preparation, Reporting contributions on Form 5498, E-file 5498 forms

5498 software to report IRA contribution information. 5
5 / 5