CPAdirectory

Retirement Planning

Will I Receive An Annual Report From My Bank Detailing My IRA ?

IRA Annual Report Form 5498 must be sent to you from the bank by January 31st. It must include the market value of the account as of December 31st. A statement showing contributions for the year must be sent by May 31st.

Note If you need professional help with "Retirement Planning" or have other tax questions, we can help you find a local licensed CPA for a free, no-obligation consultation.