Between IRS rules, natural disaster extensions, and the new SECURE 2.0 Act provisions, understanding what should (and shouldn’t) be included on Form 5498 can save you and your team headaches down the road.
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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.
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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.
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