When is IRS form 5498-QA available?

The plan administrator must send the 5498-QA by March 15, so you should receive the form no later than late March following the close of the tax year. You will receive it via mail or electronic delivery based on communications preferences.

Are you ready?

Take one step closer to saving and investing for your goals.

Get started
Sea turtles swimming

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 3am-2pm HST, 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