Form 5498 Data Fields¶
Data fields for Form 5498 are listed in the table below. For the most up-to-date information you should also consult the statement documentation available in GraphQL.
| Identifier | Type | Description | Years Used | Sample Value | Notes |
|---|---|---|---|---|---|
| accountFmv | money | Shown in box number 5 labeled FMV of account. | 2018-2021 | "12345.67" | |
| accountNumber | text | Shown in unnumbered box labeled Account number (see instructions). | 2018-2021 | "1234-5678" | |
| assetAmount | money | Shown in box number 15a labeled FMV of certain specified assets. | 2018-2021 | "12345.67" | |
| assetCode | text | Shown in box number 15b labeled FMV asset code. Up to two codes my be supplied. | 2018-2021 | "D" | |
| corrected | boolean | True for corrected forms; the corrected box at the top of the form is checked if this is true. Shown in unnumbered box labeled CORRECTED (if checked). | 2018-2021 | true | |
| ira | boolean | True if contributions to a traditional IRA are being reported on this form. Part of information shown in box number 7 labeled IRA. | 2018-2021 | true | |
| iraContributions | money | Shown in box number 1 labeled IRA contributions (other than amounts in boxes 2-4, 8-10, 13a, and 14a). | 2018-2021 | "1234.56" | |
| lateContributionAmount | money | Shown in box number 13a labeled Postponed/late contribution. | 2018-2021 | "12345.67" | |
| lateContributionCode | text | Late contribution code. Shown in box number 13c labeled Code. | 2018-2021 | "FD" | |
| lateContributionYear | integer | Late contribution year. Shown in box number 13b labeled Year. | 2018-2021 | 2017 | |
| lifeInsuranceCost | money | Shown in box number 6 labeled Life insurance cost not included in box 1. | 2018-2021 | "12345.67" | |
| recharacterizedContributions | money | Shown in box number 4 labeled Recharacterized contributions. | 2018-2021 | "12345.67" | |
| recipientAddress1 | text | First line of the participant's address. Part of information shown in unnumbered box labeled PARTICIPANT'S name, street address, city or town, state or province, country, and ZIP or foreign postal code. | 2018-2021 | "784 East 77th Street" | Recipient is referred to as participant on form. |
| recipientAddress2 | text | Second line of the participant's address, if any. Part of information shown in unnumbered box labeled PARTICIPANT'S name, street address, city or town, state or province, country, and ZIP or foreign postal code. | 2018-2021 | "Apt. 5J" | Recipient is referred to as participant on form. |
| recipientAddress3 | text | Third line of participant's address. Use for foreign addresses only. For foreign addresses, complete this field and leave city, state, and zip code blank. Part of information shown in unnumbered box labeled PARTICIPANT'S name, street address, city or town, state or province, country, and ZIP or foreign postal code. | 2018-2021 | "Toronto ON M4Y 1J7" | Recipient is referred to as participant on form. |
| recipientCity | text | Participant's city. Part of information shown in unnumbered box labeled PARTICIPANT'S name, street address, city or town, state or province, country, and ZIP or foreign postal code. | 2018-2021 | "New York" | Recipient is referred to as participant on form. |
| recipientEntityName | text | Name of company or other entity receiving the form. Complete this field only if the recipient is not a person. For people, use first name, last name, and, optionally, middle name and suffix. Part of information shown in unnumbered box labeled PARTICIPANT'S name, street address, city or town, state or province, country, and ZIP or foreign postal code. | 2018-2021 | "Flemings Gourmet Foods" | Recipient is referred to as participant on form. |
| recipientFirstName | text | Participant's first name. Part of information shown in unnumbered box labeled PARTICIPANT'S name, street address, city or town, state or province, country, and ZIP or foreign postal code. | 2018-2021 | "Leif" | Recipient is referred to as participant on form. |
| recipientLastName | text | Participant's last name. Part of information shown in unnumbered box labeled PARTICIPANT'S name, street address, city or town, state or province, country, and ZIP or foreign postal code. | 2018-2021 | "Babson" | Recipient is referred to as participant on form. |
| recipientMiddleName | text | Participant's middle name or initial, if provided. Part of information shown in unnumbered box labeled PARTICIPANT'S name, street address, city or town, state or province, country, and ZIP or foreign postal code. | 2018-2021 | "Augustus" | Recipient is referred to as participant on form. |
| recipientNameSuffix | text | Name suffix for participant (Jr., Sr. III, etc), if provided. Part of information shown in unnumbered box labeled PARTICIPANT'S name, street address, city or town, state or province, country, and ZIP or foreign postal code. | 2018-2021 | "Jr." | Recipient is referred to as participant on form. |
| recipientState | state | Participant's state. Part of information shown in unnumbered box labeled PARTICIPANT'S name, street address, city or town, state or province, country, and ZIP or foreign postal code. | 2018-2021 | "NY" | Recipient is referred to as participant on form. |
| recipientTin | tin | Participant's social security number or other TIN. Shown in unnumbered box labeled PARTICIPANT'S TIN. | 2018-2021 | "200213492" | Recipient is referred to as participant on form. |
| recipientTinType | character | Type of taxpayer identification number (TIN). Valid values are '1' for EIN or '2' for any other type of TIN, including SSN. When not supplied, the TIN is formatted as an SSN on the statement. | 2018-2021 | "2" | Recipient is referred to as participant on form. |
| recipientZipCode | zip_code | Participant's zip code. Part of information shown in unnumbered box labeled PARTICIPANT'S name, street address, city or town, state or province, country, and ZIP or foreign postal code. | 2018-2021 | "10162" | Recipient is referred to as participant on form. |
| repaymentAmount | money | Shown in box number 14a labeled Repayments. | 2018-2021 | "12345.67" | |
| repaymentCode | text | Repayment code. Shown in box number 14b labeled Code. | 2018-2021 | "DD" | |
| rmdAmount | money | Required minimum distribution amount. Shown in box number 12b labeled RMD amount. | 2018-2021 | "12345.67" | |
| rmdDate | date | Required minimum distribution date. Shown in box number 12a labeled RMD date. | 2018-2021 | "2019-01-01" | |
| rmdNextYear | boolean | Indicates that a required minimum distribution is required next year. Shown in box number 11 labeled If checked, required minimum distribution for 2019. | 2018-2021 | true | |
| rolloverContributions | money | Shown in box number 2 labeled Rollver contributions. | 2018-2021 | "12345.67" | |
| roth | boolean | True if contributions to a Roth IRA are being reported on this form. Part of information shown in box number 7 labeled Roth IRA. | 2018-2021 | false | |
| rothContributions | money | Shown in box number 10 labeled Roth IRA contributions. | 2018-2021 | "12345.67" | |
| rothConversion | money | Shown in box number 3 labeled Roth IRA conversion amount. | 2018-2021 | "12345.67" | |
| senderAddress1 | text | First line of the trustee's address. Part of information shown in unnumbered box labeled TRUSTEE'S or ISSUER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code. | 2018-2021 | "406 Chambers Street" | Sender is referred to as trustee on form. |
| senderAddress2 | text | Second line of the trustee's address. Part of information shown in unnumbered box labeled TRUSTEE'S or ISSUER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code. | 2018-2021 | "Suite 241" | Sender is referred to as trustee on form. |
| senderCity | text | Trustee's city. Part of information shown in unnumbered box labeled TRUSTEE'S or ISSUER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code. | 2018-2021 | "New York" | Sender is referred to as trustee on form. |
| senderName | text | Trustee's name. Part of information shown in unnumbered box labeled TRUSTEE'S or ISSUER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code. | 2018-2021 | "Empire Savings Bank" | Sender is referred to as trustee on form. |
| senderState | state | Trustee's state. Part of information shown in unnumbered box labeled TRUSTEE'S or ISSUER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code. | 2018-2021 | "NY" | Sender is referred to as trustee on form. |
| senderTin | tin | Trustee's EIN. Shown in unnumbered box labeled TRUSTEE'S or ISSUER'S TIN. | 2018-2021 | "104123456" | Sender is referred to as trustee on form. |
| senderZipCode | zip_code | Trustee's ZIP code. Part of information shown in unnumbered box labeled TRUSTEE'S or ISSUER'S name, street address, city or town, state or province, country, and ZIP or foreign postal code. | 2018-2021 | "10282" | Sender is referred to as trustee on form. |
| sep | boolean | True if contributions to a SEP are being reported on this form. Part of information shown in box number 7 labeled SEP. | 2018-2021 | false | |
| sepContributions | money | Shown in box number 8 labeled SEP contributions. | 2018-2021 | "12345.67" | |
| simple | boolean | True if contributions to a SIMPLE are being reported on this form. Part of information shown in box number 7 labeled SIMPLE. | 2018-2021 | false | |
| simpleContributions | money | Shown in box number 9 labeled SIMPLE contributions. | 2018-2021 | "12345.67" |