Prepare Form 5498 records in the 1099ERICH Windows software. Import supported Excel or CSV data, review ira contributions and year-end account information, and create filing output for the free IRS IRIS Taxpayer Portal.
Prepare Form 5498 using our Windows software and upload through the IRS IRIS Taxpayer Portal, or ask ERICH about managed e-filing. Software purchases and filing services are separate.
For IRA trustees, custodians and retirement firms preparing their own information returns.
For teams and accounting professionals preparing larger batches of Form 5498 returns.
Ask about a managed Form 5498 filing. Eligibility, form type, tax year and record volume determine pricing.
Software: Each recipient form generated for an IRIS CSV filing file counts toward your license allowance; IRS portal file limits are separate. See counting examples. Managed filing: The posted $300 flat-fee tiers on our e-filing pricing page apply to eligible 1099-NEC returns; other form types are quoted individually.
For iRA trustees, custodians and retirement financial institutions. Verify contribution categories and the account year; 5498 is not the distribution statement used for Form 1099-R.
An IRA trustee tracks regular contributions, rollovers, conversions and fair market values. Its Form 5498 reporting must align with the appropriate contribution year and IRA account classification.
Form-specific check: Form 5498 is not the IRA distribution statement. Check required minimum distribution-related indicators and year-end valuations as applicable; distributions are reported on Form 1099-R.
Before importing: Compare contribution codes and tax-year designations with the custodian’s transaction and valuation records.
Prepare your filing data with the software, then submit an eligible CSV through the free IRS IRIS Taxpayer Portal using your own IRIS account. The IRS does not charge a portal filing fee.
IRS IRIS filing information ↗Prefer not to upload the filing yourself? Call ERICH to arrange e-filing on your behalf.
Call 608-444-6575Download Windows Software ↓ Installation help Compare with Form 1099-R →
Form 5498 software is designed for IRA trustees, custodians and retirement firms. Instead of manually building every return from scratch, work from IRA contributions and year-end account records, review the information that matters for this form, and prepare supported IRS IRIS upload files on your Windows PC.
Collect IRA contributions and year-end account records. Reconcile the figures to the account, transaction or payer systems that produced them before beginning the filing process.
Pay particular attention to contributions, rollovers, fair-market value and RMD indicators. Other fields may be required depending on the tax year and the specific transactions being reported.
Use supported Excel or CSV imports, inspect recipient information, and address reported validation issues before generating final files. Your working records stay local during software preparation.
Create the IRS IRIS Taxpayer Portal CSV output supported for Form 5498. Upload it using your authorized IRS access and check the IRS result; buying the Windows license does not itself transmit returns.
Make sure your filing year and records are supported, especially if you have special transactions or need to file corrections. Try the application with sample data first, and verify that its output matches your requirements.
Download Windows SoftwareView Excel & CSV TemplatesYes. The 1099ERICH Windows software includes the supported Form 5498 preparation workflow. Download it to review the interface and supported fields before purchasing.
The Windows program supports specified Excel and CSV import formats. For Form 5498, prepare and review IRA contributions and year-end account records using the supported import template; confirm your tax-year format and required fields.
For IRA contributions, review contributions, rollovers, fair-market value and RMD indicators. Check the IRS instructions for the filing year and reconcile amounts to your original records.
No. The Windows software prepares supported IRS IRIS Taxpayer Portal files. You submit through your authorized portal account and review the IRS acknowledgment, or request a separate managed filing service.
The Starter license costs $149 for up to 1,000 records; Business costs $249 for up to 5,000 records. Both include the same supported IRIS forms and preparation tools. Managed filing is a separate service quoted by form and scope.