5498-SA forms can be keyed or imported from text files, spreadsheets and IRS Pub 1220 compliant transmittals.
Electronic filing (E-FILE) of tax Form 5498-SA via IRS FIRE is included for free.
5498-SA forms are easily maintained on user friendly windows resembling the actual IRS Form (as shown above).
Bulk TIN Matching module (included for free) checks Participant name and TIN against IRS records.
Prints 5498-SA IRS Copy A and Form 1096 on ordinary copy paper.
Prints Participant copies on blank paper (see SAMPLE OUTPUT below) or fillable 5498-SA forms.
Exports 5498-SA forms to CSV text files compatible with Excel.
5498-SA forms can be rolled foward from year-to-year at your option.
Supports an unlimited number of 5498-SA forms.
Supports an unlimited number of Trustee records (entities).
Filters unwanted 5498-SA forms in seconds.
Two levels of password protection to secure your returns.
5498-SA forms can be locked for review only after final submission to IRS.
Calculates and prints Form 1096 for IRS or an information copy for your records.
Includes quick access to the Windows calculator when needed.
Includes current year and prior year correction processing.
Displays IRS 5498-SA reporting instructions and filing due dates.
Participant comments, visible only to the Trustee, can be added to any 5498-SA Form.
Participant copies can be delivered via Account Ability's optional Print and Mail Service.
All of your 5498-SA forms reside on your computer (or network), not ours.
Detailed Control Reports help to validate your data prior to processing.
Includes free and unlimited 24/7 technical support to all licensed users.
Visit our website and read all of the features.

5498-SA Software E-File | TIN Matching | Print and Mail | 5498-SA Forms | Fillable Forms | Envelopes |

Account Ability 1098, 1099, 3921, 3922, 5498, W2G, W2, W2C Software (https://www.IDMSInc.com/)