IRS Form 5498-TA (Tax Year 2026)
Retirement Account Contribution Reporting. We handle the entire IRS filing.
- No TCC. No ID.me.
No IRS Setup Required
- Secure. Compliant.
IRS A2A-Approved
- Fast, Accurate,
and Hassle-Free
IRS Form 5498-TA is used to report retirement account contribution information to the IRS and recipients. We securely prepare, validate, and electronically file your forms through the IRS IRIS A2A channel.
Pricing
Small to Mid-Size Filers
- (Up to 5,000 recipients)
$249
- per submission*
- Includes first 100 recipients
- $0.28 per additional recipient (101–5,000)
- Unlimited payers included
Enterprise / High Volume
- Over 5,000 recipients
- Multiple submissions
- Custom pricing available
- * A submission is a single file with unlimited payers of one form type (i.e. 1099-NEC or 1099-MISC).
File with Confidence
- No TCC, ID.me, or IRS Setup
- You don’t need a TCC or ID.me account. We handle everything.
- We Transmit Using Our IRS Credentials
- We file on your behalf using our approved IRS TCC.
- Direct, Secure IRS Submission
- Files are transmitted directly to the IRS through the IRIS A2A channel.
- Data Validation Before Filing
- We validate your data to help reduce errors and rejections.
- Fast Turnaround
- Tailored to your data volume for quick processing.
- SOC 2 Compliant System
- Our portal is SOC 2 compliant and built for secure data handling.
- 20+ Years Experience
- IRS A2A Approved
- Real U.S. Support
How OUR IRIS SYSTEM Works
Upload Your File
Upload your Excel or CSV file securely.
We Validate & Format
We format and validate your data to IRS standards.
Review & Approve
We generate IRS-ready PDFs for your approval.
Filed Directly to IRS
Your forms are e-filed securely using IRIS.
No manual processing. Fully automated IRIS submission.
Frequently Asked Questions (FAQs)
Why is Form 5498-TA important for 2026?Tax Year 2026 marks the first filing season for Form 5498-TA. New IRS forms often introduce:
- New electronic filing requirements
- Updated formatting specifications
- New validation rules
- Additional compliance procedures
Many organizations prefer outsourcing new form filings to avoid dealing with changing IRS specifications and technical filing requirements internally.
Our filing service simplifies the IRS electronic filing process by handling the technical preparation and transmission for you.
You securely provide your Excel or CSV filing data and we handle:
- Data validation and review
- IRS-compliant filing preparation
- Recipient PDF generation
- Electronic filing through the IRS IRIS system
- Filing confirmations and support
This helps organizations adapt to the new 2026 filing requirement without building new filing workflows internally.
IRS IRIS is the IRS electronic filing platform used for many information returns.
We electronically transmit filings through the IRS A2A (Application-to-Application) channel, which securely sends filing data directly to the IRS through an approved automated connection. This process helps improve filing accuracy and streamline electronic filing for new IRS forms like Form 5498-TA.
No. We file using our approved IRS credentials through the IRIS A2A channel on your behalf.
You do not need:
- A TCC (Transmitter Control Code)
- An ID.me account
- IRS IRIS registration
- XML filing knowledge
- IRS transmission software
We manage the technical filing requirements and IRS transmission process for you.
Yes. We support corrected Form 5498-TA filings, high-volume submissions, and multi-entity filing projects.
Because Tax Year 2026 is the first filing year for Form 5498-TA, there are currently no prior year filings for this form. As IRS guidance evolves, we continue updating filing validations and transmission procedures to support compliant electronic filing.
New IRS forms often come with evolving specifications, changing validation rules, and additional compliance requirements. Many organizations prefer outsourcing because it eliminates the need to:
- Learn new IRS filing procedures
- Build XML filing workflows
- Manage IRIS setup and approvals
- Monitor IRS specification updates
- Troubleshoot new transmission errors
Our service helps simplify compliance during the first years of Form 5498-TA reporting.
Yes. We support many IRS information returns including:
- 1099-NEC
- 1099-MISC
- 1099-INT
- 1099-DIV
- 1099-K
- 1098 series
- W-2G
- ACA forms and more.
