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Form 5498, 5498-SA, 1099-LTC, 1099-SA



FORM 5498
IRA Contribution Information
The 5498 is used to report your individual retirement arrangement (IRA),
simplified employee pension (SEP), or savings incentive match plan
for employees (SIMPLE) to report contributions and the
fair market value of the account.

5498 NON-MAILERS
TC58-3
TC58-3 TC58-3 TC58-3
Use DWMR, SWMR, or DWMRS Self-Seal Envelopes with this form.
T58-1
T58-1 T58-1 T58-1
Use DWMR, SWMR, or DWMRS Self-Seal Envelopes with this form.


5498 MAILERS

PTM58-2
PTM58-2 PTM58-2 PTM58-2


5498 CONTINUOUS FORMS
Form # Description
Carbonless T58-1 1-PART
  TC58-3 3-PART
 
5498 MAILER FORMS
Form # Description
Electronic Filing PTM58-2 2-PART PEEL-APART


5498 ESA
Coverdell ESA Contribution Information
Contributions (including rollover contributions) to a Coverdell ESA
TC58ESA-4
TC58ESA-4 TC58ESA-4 TC58ESA-4
Use DW19, DW19W, SW19, or DW19S, DW19WS Self-Seal Envelopes with this form.
5498 ESA FORMS
Form # Description
Carbonless FORM TC58ESA-4 4-PART 5498 ESA FORM


5498 SA
HSA, Archer MSA, or Medicare+Choice MSA Information
TC58SA-4
TC58SA-4 TC58SA-4 TC58SA-4
Use DW19, DW19W, SW19, or DW19S, DW19WS Self-Seal Envelopes with this form.
5498 SA FORMS
Form # Description
Carbonless FORM TC58SA-4 4-PART 5498 SA FORM



1099 LTC
A payer such as an insurance company, must use this form for payments made
under a long-term care insurance contract or for accelerated death benefits.
TC-LTC4
TC-LTC4 TC-LTC4 TC-LTC4
Use DW19, DW19W, SW19, or DW19S, DW19WS Self-Seal Envelopes with this form.
5498 SA FORMS
Form # Description
1099-LTC CONTINUOUS FORM NUMBERS
Carbonless FORM TC-LTC4 4-PART


1099 SA
The 1099-SA form is used to report distributions made from an HSA,
Archer MSA, or Medicare Advantage MSA.
TC-SA4
TC-SA4 TC-SA4 TC-SA4
Use DW19, DW19W, SW19, or DW19S, DW19WS Self-Seal Envelopes with this form.
5498 SA FORMS
Form # Description
1099-SA CONTINUOUS FORM NUMBERS
Carbonless FORM TC-SA4 4-PART 1099 SA


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