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Will I receive a Form 5498?

You may receive a Form 5498 if your qualified retirement plan was automatically rolled over to an IRA for you at Inspira Financial or if you made any other current year contributions.

In addition to detailing rollovers and contributions, Form 5498 is used to report the Fair Market Value (FMV) of your IRA as of December 31 of the reporting year.

If either of the above scenarios applies to your retirement account, you can expect to receive a Form 5498 which will be mailed by Inspira Financial by May 31 of the year following the above event(s).

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Will I receive a Form 5498?

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