It's everyone's least favorite time of year: Tax season, when you get hit with more attention from the Internal Revenue Service than you ever wanted. For investors, tax time comes with even more IRS ...

The 5498-SA is the IRS form that reports all contributions to your HSA for the prior year (2023), including those contributed between Jan. 1 and the tax filing deadline of the current year. It also ...

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 ...

Form 5498-SA -- which shows the total amount of contributions made to an HSA from any source for the previous plan year (2018 in this case) -- will be available in mid-May. The form typically is not ...

A few days ago, "Joe," age 49, received an IRS Form 5498 from his financial institution that looked at first blush like a report of a contribution to his IRA (individual retirement arrangement).

Did you get a distribution of $10 or more from your retirement, pension or annuity accounts? Or maybe you made contributions into a traditional, Roth, SEP or SIMPLE IRA in the preceding year. Perhaps ...

It's everyone's least favorite time of year: Tax season, when you get hit with more attention from the Internal Revenue Service than you ever wanted. For investors, tax time comes with even more IRS ...