With Account Ability Tax Form Preparation Software, IRS 5498 compliance couldn't be easier!
5498 tax forms can be keyed or imported from text files, spreadsheets and IRS Pub 1220 compliant transmittals.
- Electronic filing (E-FILE) of tax Form 5498 via IRS FIRE is included for free.
- 5498 forms are easily maintained on user friendly windows resembling the actual IRS Form (as shown above).
1098, 1098-C, 1098-E, 1098-F, 1098-T, 1099-A, 1099-B, 1099-C, 1099-CAP, 1099-DIV, 1099-G, 1099-INT, 1099-K, 1099-LTC, 1099-MISC, 1099-NEC, 1099-OID, 1099-PATR, 1099-Q, 1099-R, 1099-S, 1099-SA, 3921, 3922, 5498-ESA, 5498-SA, W-2G, W-2 and W-2C are also included at NO EXTRA CHARGE!
Bulk TIN Matching module (included for free) checks Participant name and TIN against IRS records.
Includes Combined Federal/State Filing for Form 5498.
Prints 5498 IRS Copy A on pre-printed fillable IRS approved 5498 forms.
- Prints Participant copies on blank paper (see SAMPLE OUTPUT below) or fillable 5498 forms.
- Exports 5498 forms to CSV text files compatible with Excel.
- 5498 forms can be rolled foward from year-to-year at your option.
- Supports an unlimited number of 5498 forms (Participants).
- Supports an unlimited number of Trustee records (Entities).
- Filters unwanted 5498 forms in seconds.
- Two levels of password protection to secure your returns.
- Application level password protection to secure the entire application.
- 5498 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 reporting instructions and filing due dates.
- Participant comments, visible only to the Trustee, can be added to any 5498 Form.
- Participant copies can be delivered via Account Ability's optional Print and Mail Service.
- All of your 5498 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.