IRA Government Report / 5498 Format

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LGVIRA-01

Print 5498 Report

714

LGVIRA

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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

 

 

 

Link to ID: https://help.cubase.org/cubase/cubase.htm#LGVIRA-01.htm