IRA Government Report / 5498 Format

Screen ID: 

LGVIRA-01

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Screen Title:

Print 5498 Report
Panel ID: 714
Tool Number: 413
Report Name: LGVIRA Click here to magnify

Access this screen by selecting Tool #413 IRA Govt. Report/5498.

This report is used to view what your current IRA Balance File holds for deposits to IRA accounts, and is used to verify contribution data before 5498 forms are printed and filed. The report will be grouped first by Corporation, then by Plan Type (each Plan on its own page), then sorted by Account.

Report Sample