Reviews
70,000+ Ratings
Sign Up Log In

W-2 CORRECTIONS: If you need to file a W-2c (W-2 correction), Yearli can help regardless of whether or not the original form was filed with us. Read More >

5498

Form 5498 is used to report IRA contribution information.

What is a 5498?
Form 5498 is used to report IRA contribution information.

Why do I file 5498?
The IRS requires that all income and deductible expenses are reported by businesses and individuals or penalties could apply.

Who needs to file 5498?
File Form 5498 for each person for whom you maintained any individual retirement arrangement (IRA), including a deemed IRA under section 408(q). See the official IRS instructions.

What to report
Contributions (including rollover contributions) to any individual retirement arrangement (IRA) including a SEP, SIMPLE, and Roth IRA; Roth conversions; IRA recharacterizations; and the fair market value (FMV) of the account.

5498 Filing Options

We've made it easy to file your 5498 forms. Simply create a Yearli account, enter or import your data, review your data and checkout. It's that easy. Yearli will file your forms to the IRS, applicable state agency and send copies to your recipients.

Core

Sign Up
Free
Annual Subscription + Filing Fees

Performance

Sign Up
$99
Annual Subscription + Filing Fees

Premier

Sign Up
$699
Annual Subscription + Filing Fees

Custom

Sign Up
Custom
Annual Subscription + Filing Fees
5498
5498-SA
5498-ESA
Call for Pricing and Purchase

Estimate Your Filing Cost

Number of forms

Core

W-2 & 1099
$4.99
$5.99Jan 30 & 31
Choose Performance or Premier for 1095 (ACA) Filing.

Performance

W-2 & 1099
$83.99
1095 (ACA)
$84.49

Premier

W-2 & 1099
$401.50
1095 (ACA)
$400.84

Custom

Call for Pricing and Purchase
More Info
Pricing reflects estimated cost to file W-2, 1099 & 1095 forms. Price also includes federal e-file, state reporting (where applicable), recipient print and mail. Peak Pricing may apply. View detailed pricing for complete pricing.
View Detailed Pricing

What Our Customers Are Saying

4.8
Out of 5.0
Overall rating
based on 70,000+ ratings and reviews.
97%
of customers that buy from this merchant give them a 4 or 5-Star rating.
ELIZABETH I. | January 24, 2024
LOVE how easy friendly this is. 4 year old customer
Cindy L. | January 24, 2024
Quick and super easy to file! I have used it for my personal business and a business I work for. We love the easy flow of data entry!
Read More Reviews
July 30, 2020

Cloud Computing: Three Ways It Is Transforming Business

The cloud. Perhaps a nebulous term once upon a time, cloud computing is now proving to be table stakes for a growing number of organizations. And given the benefits it is easy to understand why.
Read More