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. You are not required to attach this form to your income tax return.

Import...

Type information on the screen as it would be typed on the form itself.  Or import the data from Excel, csv file format or some type of spreadsheet. Its easy to do.

Print...

With our software, you:

1. Type information on the screen as it would be typed on the form itself.
    

2. Detach the perforated edge from Copy A and then insert  into your printer.
    

3. Print your data neatly on top of the form.

It's as simple as 1, 2, 3!

eFile...

Upgrade to the electronic filing version for just $229. File 5498's electronically with the IRS.

Our software creates files in the format required by the IRS for electronic transmission. The system is updated each year to reflect the format changes that are made by the IRS. 1099Fire™ is proud of its acceptance rate.

Saving Data...

Data entered may be stored/saved anywhere on your hard drive or to external diskettes for quick retrieval.  You can also export your data to a csv file format.

Import...

You have data in Excel or some type of spreadsheet and you want to import that data into the 1099Fire™ software, rather than type it in by hand.  Its easy to do.

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.

File Copy A of this form with the IRS by June 1.

Screenshots: (when viewing these images in internet explorer, you might have to click on the image a 2nd time to view at full size)
 

1096 Data Entry