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.

Are you Ready?

Begin saving and investing for your goals

Get started

Woman on computer with young boy

Still have questions?

Stop wondering and come find the answers you’re looking for. Give us a call Monday through Friday, at 1-844-394-2253 from 9am-8pm ET, or use our Live Chat feature in the bottom right of your screen (when available).

Individuals with speech or hearing disabilities may dial 711 to access Telecommunications Relay Service (TRS) from a telephone or TTY.

Get answers