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Frequently asked questions

Scroll down to see answers to things we get asked a lot. If you're looking for something specific, enter or choose a keyword below.

When is IRS form 5498-QA available?

The plan administrator must send the 5498-QA by March 15, so you should receive the form no later than late March following the close of the tax year. You will receive it via mail or electronic delivery based on communications preferences.

What do I need to do with my IRS Form 5498-QA form?

Keep this form in your records for future reference. You're not required to file it with your tax return.