Every year, your IRA provider reports on your IRA to the IRS. Providers do this with two tiny but powerful tax forms, IRS Forms 1099-R and 5498. A mistake on one of these forms could cost you money or ...

Yes, IRS Form 5498 is one more form for you to deal with, but it doesn't make your tax life much more complicated. It's a benign, and even helpful, form. What's so great about it? Well, you don't have ...

Caren Weiner is the lead editor for consumer finance at Forbes Advisor. During her decades as a personal finance journalist, she has covered mutual funds, taxes, banking and health insurance ...

New formal guidance from the Internal Revenue Service (IRS) extends the deadline for providers of individual retirement accounts and individual retirement annuities (IRAs) to file Form 5498 in ...