Tax Form 5498

Form 5498 reports all contributions made into your retirement account for the previous tax year. These are the types of retirements accounts you can have at M1:  

  • Traditional IRA 
  • Roth IRA 
  • SEP IRA 

You will receive Form 5498 if you made a contribution or completed a rollover into an M1 IRA.

Form 5498 will be available for viewing by May 31. Since Form 5498 is generated after the tax filing deadline, Form 5498  is sent to the IRS on your behalf and is not required to file your taxes.

M1 disclosures here.

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