The IRS has released its 2022 Form 5498, which is used for reporting IRA contributions and Form 5498-ESA which is used for reporting Coverdell ESA contributions. Few changes were made to either form for this year other than the form year and dates across the form being updated for the 2022 tax year. Notably, the Due Dates section has been replaced with a general Filing and furnishing section which references the General Instructions.
To view Form 5498, click here.
To view the instructions for Form 5498, click here.
To view Form 5498-ESA, click here.
To view the instructions for Form 5498-ESA, click here.
