2009 5498 Form
The attached files are examples of the 2009 E-File Magic Version of the 5498 form. Both the corporate efile service E-File Magic 2.2 software and our processing bureau use these forms when preparing your data for mailing.
Excerpt:
Instructions for Participant
The information on Form 5498 is submitted to the Internal Revenue Service by the trustee or issuer of your individual retirement arrangement (IRA) to report contributions, including any catch-up contributions, required minimum distributions (RMDs), and the fair market value (FMV) of the account. For information about IRAs, see Pubs. 590 and 560.
What’s new. The size of Form 5498 has been increased to allow for separate entry boxes for information that was previously reported in the blank box to the left of box 10. See the instructions for boxes 12a–15b below. Account number. May show an account or other unique number the trustee assigned to distinguish your account.
Box 1. Shows traditional IRA contributions for 2009 you made in 2009 and through April 15, 2010. These contributions may be deductible on your Form 1040 or 1040A. However, if you or your spouse was.....
The E-File Magic 2.2 free 1099 software supports all 1098, 1099, 5498, and W2G forms which can be downloaded and used FREE of charge by downloading our free tax software. The software requires e-file services to be purchased from and provided by E-File Magic. Visit our price quote page for more information.
| Attachment | Size |
|---|---|
| 2009_5498_CopyBPic1 free 1099 software.pdf | 114.1 KB |
| 2009_5498_CopyCPic1 free 1099 software.pdf | 114.51 KB |




