Sample Excel Import File: 5498 2020.xlsx |
|
| 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 2021 | 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/late contributions | |
| Box 13b Year | 4 | Numeric | Box 13b: Year | YYYY |
| Box 13c Code | 8 | Text | Box 13c: Code | FD / PO / SC / E012744 / E013239 / E013119 / PL106-21 / PL115-97 |
| Box 14a Amount | 12 | Amount | Box 14a: Repayments | |
| Box 14b Code | 2 | Text | Box 14b: Code | DD / QR / BA |
| 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 5498 Form: 5498 2020 FormIRS 5498 Instructions: 5498 2020 Instructions |
