Investment tax forms haven't changed much from last year, with one notable exception. Under the new tax law, there will be a new line item on 1099s referring to 199A dividends.

“Although Form 5498 contains important information that you should review carefully for accuracy, you do not need to file the form with your taxes or do anything with it,” he adds.

Yes, IRS Form 5498 is one more form for you to deal with, but it doesn't make your tax life much more complicated. It's a benign, and even helpful, form. What's so great about it? Well, you don't ...

Normally, Form 5498 is mailed to IRA owners in May, not January. IRA contributions can be made after the calendar year - taxpayers can contribute to their IRAs for the 2016 tax year up to April 18 ...

A filer can also call a toll-free number, 800-TAX-FORM (800-829-3676), for assistance. If filers are missing a W-2, 1098, 1099 or 5498 tax form from the year 2017, the IRS recommends requesting a ...

June 4, 2020 Extended Deadlines Announced for Filing Form 5498 Morgan Lewis - ML Benefits + Follow Contact LinkedIn ...