5498 2017

IRS Release Status: FINAL

Sample Excel Import File: 5498 2017.xlsx

What's New for 2017

Reporting late rollover contributions to an IRA.
Report late rollover contributions certified by the participant in boxes 13a and 13b on Form 5498. Report the self-certification code in box 13c.

Import Form Fields:

Field Name	Size	Type	Description	Notes
See Form Filer Common Fields			Filer fields common to all form types.
See Recipient Common Fields			Recipient fields common to all form types.
Box 1 Amount	12	Amount	Box 1: IRA contributions (other than amounts in...)
Box 2 Amount	12	Amount	Box 2: Rollover contributions
Box 3 Amount	12	Amount	Box 3: Roth IRA conversion amount
Box 4 Amount	12	Amount	Box 4: Recharacterized contributions
Box 5 Amount	12	Amount	Box 5: Fair market value of account
Box 6 Amount	12	Amount	Box 6: Life insurance cost included in box 1
Box 7 Checkbox 1	1	Checkbox	Box 7: IRA	X / Y / T / 1 = Checked
Box 7 Checkbox 2	1	Checkbox	Box 7: SEP	X / Y / T / 1 = Checked
Box 7 Checkbox 3	1	Checkbox	Box 7: SIMPLE	X / Y / T / 1 = Checked
Box 7 Checkbox 4	1	Checkbox	Box 7: Roth IRA	X / Y / T / 1 = Checked
Box 8 Amount	12	Amount	Box 8: SEP contributions
Box 9 Amount	12	Amount	Box 9: SIMPLE contributions
Box 10 Amount	12	Amount	Box 10: Roth IRA contributions
Box 11 Checkbox	1	Checkbox	Box 11: Check if RMD for 2016	X / Y / T / 1 = Checked
Box 12a Date	10	Date	Box 12a: RMD date	MM/DD/YYYY or M/D/YYYY
Box 12b Amount	12	Amount	Box 12b: RMD amount
Box 13a Amount	12	Amount	Box 13a: Postponed contribution
Box 13b Year	4	Numeric	Box 13b: Year
Box 13c Code	8	Text	Box 13c: Code	E012744 / E013119 / E013239 / FD / PL106-21
Box 14a Amount	12	Amount	Box 14a: Repayments
Box 14b Code	2	Text	Box 14b: Code	DD / QR
Box 15a Amount	12	Amount	Box 15a: FMV of certain specified assets
Box 15b Code	2	Text	Box 15b: Code(s)	See IRS Instructions
See Form Common Fields			Form fields common to all form types.

IRS Release Status: FINAL

Sample Excel Import File: 5498 2017.xlsx

Import Form Fields:

5498 Form:

IRS 5498 Form: 5498 Form

IRS 5498 Instructions: 5498 Instructions