Contribution — Solution Center Articles

Stay On Top of IRA Repayment and Postponed Contribution Reporting Requirements

IRA reporting requirements seem to grow more complicated each year. Financial organizations are noticing an uptick in the number of repayment and postponed contribution options on IRS Form 5498. Let us help you avoid any confusion—and unnecessary errors.

IRAAscensusJanuary 6, 2022Compliance & Operations, IRA, Contribution, Form 5498, Reporting

Avoid Repayment and Postponed Contribution Reporting Confusion

With an increase in the number of repayment and postponed contribution options comes an increase in confusion about reporting these contributions on IRS Form 5498. Find out how to avoid the confusion—and any unnecessary errors.

IRAAscensusMarch 4, 2021Compliance & Operations, IRA, Contribution, Form 5498, Reporting