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Federal Free Printable 2019 Form 5498-QA for 2019 Federal ABLE Account Contribution Information

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ABLE Account Contribution Information
2019 Form 5498-QA

2A2A VOID CORRECTED ISSUER'S name, street address, city or town, state or province, country, and 1 ABLE contributions ZIP or foreign postal code OMB No. 1545-2262 2019 $ 2 ABLE to ABLE Rollovers $ ISSUER’S TIN BENEFICIARY'S TIN ABLE Account Contribution Information Form 5498-QA 3 Cumulative contributions 4 Fair market value $ $ BENEFICIARY'S name 5 Check if account opened in 2019 6 Basis of eligibility Street address (including apt. no.) 7 Code Copy A For Internal Revenue Service Center File with Form 1096. City or town, state or province, country, and ZIP or foreign postal code Account number (see instructions) Form 5498-QA Cat. No. 67556T www.irs.gov/Form5498QA For Privacy Act and Paperwork Reduction Act Notice, see the 2019 General Instructions for Certain Information Returns. Department of the Treasury - Internal Revenue Service Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page CORRECTED ISSUER'S name, street address, city or town, state or province, country, and 1 ABLE contributions ZIP or foreign postal code OMB No. 1545-2262 2019 $ 2 ABLE to ABLE Rollovers $ ISSUER’S TIN BENEFICIARY'S TIN BENEFICIARY'S name Street address (including apt. no.) Form 5498-QA 3 Cumulative contributions 4 Fair market value $ $ 5 If checked, account was opened in 2019 6 Basis of eligibility 7 Code ABLE Account Contribution Information Copy B For Beneficiary This information is being furnished to the IRS. City or town, state or province, country, and ZIP or foreign postal code Account number (see instructions) Form 5498-QA (keep for your records) www.irs.gov/Form5498QA Department of the Treasury - Internal Revenue Service Instructions for Beneficiary The information on Form 5498-QA is furnished to you by the issuer of your Achieving a Better Life Experience (ABLE) savings account. Form 5498-QA reports contributions, rollovers, and program-to-program transfers to this ABLE account for 2019. For more information, see Pub. 907. Beneficiary's taxpayer identification number (TIN). For your protection, this form may show only the last four digits of your TIN (social security number (SSN), individual taxpayer identification number (ITIN), or adoption taxpayer identification number (ATIN)). However, the issuer has reported your complete TIN to the IRS. Account number. May show an account or other unique number the issuer assigned to distinguish your account. Box 1. Shows the amount of contributions made to this ABLE account in 2019. Include all cash contributions and Qualified Tuition Plan (QTP) to ABLE account rollovers, and QTP to ABLE program-to-program transfers. Do not deduct these amounts on your income tax return. If the total contributions (including any contributions from a section 529 program/QTP), but not including contributions of the designated beneficiary's compensation income made under section 529A(b)(2)(B) (ii) made to your ABLE account for 2019 exceeded $15,000, or if the contributions of an employed designated beneficiary's compensation income exceeded, the applicable amount under section 529A(b)(2)(B) (ii), the excess contributions, plus the earnings on them, must be returned by the date your tax return is due (including extensions), or you may owe a penalty. Check with your ABLE program to verify that excess contributions and earnings are returned timely. You must keep track of your ABLE account basis (contributions and distributions). Box 2. Shows the amount of any rollover or program-to-program transfer made to this ABLE account from another ABLE account in 2019. Generally, any amount rolled over from one ABLE account to another ABLE account for the benefit of the named beneficiary or of an eligible individual who is a member of the beneficiary's family who is described in section 152(d)(2)(B) is not taxable. Box 3. May show the cumulative amount contributed since the establishment of the ABLE account (or of an ABLE account of the same designated beneficiary that was rolled over, or directly transferred (in a program-to-program transfer), to the current ABLE account). Box 4. Shows the FMV of the ABLE account as of the end of the year. Box 5. The ABLE account was opened in 2019 if the box is checked. Box 6. These codes show the basis for your ABLE account eligibility. A—eligibility established under 529A(e)(1)(A), SSDI, Title II SSA. B—eligibility established under 529A(e)(1)(A), SSI, Title XVI SSA. C—eligibility established by disability certification under section 529A(e)(1)(B). Box 7. These codes show the type of disability for which you are receiving ABLE account qualifying benefits. 1—developmental disorders (including autism); 2—intellectual disability; 3—psychiatric disorders; 4—nervous disorders (including blindness and deafness); 5—congenital anomalies (including Down syndrome); 6—respiratory disorders; 7—other. Future developments. For the latest information about developments related to Form 5498-QA and its instructions, such as legislation enacted after they were published, go to www.irs.gov/Form5498QA. VOID CORRECTED ISSUER'S name, street address, city or town, state or province, country, and 1 ABLE contributions ZIP or foreign postal code OMB No. 1545-2262 2019 $ 2 ABLE to ABLE Rollovers $ ISSUER’S TIN BENEFICIARY'S TIN BENEFICIARY'S name Street address (including apt. no.) 4 Fair market value $ $ 5 Check if account opened in 2019 6 Basis of eligibility City or town, state or province, country, and ZIP or foreign postal code Account number (see instructions) Form 5498-QA Form 5498-QA 3 Cumulative contributions 7 Code www.irs.gov/Form5498QA ABLE Account Contribution Information Copy C For Issuer For Privacy Act and Paperwork Reduction Act Notice, see the 2019 General Instructions for Certain Information Returns. Department of the Treasury - Internal Revenue Service Instructions for Issuer To complete Form 5498-QA, use: • The 2019 General Instructions for Certain Information Returns, and • The 2019 Instructions for Form 5498-QA. To get or to order these instructions, go to www.irs.gov/Form5498QA. Due dates. Furnish Copy B of this form to the beneficiary (participant) by March 16, 2020. File Copy A of this form with the IRS by June 1, 2020. Need help? If you have questions about reporting on Form 5498-QA, call the information reporting customer service site toll free at 1-866-455-7438 or 304-263-8700 (not toll free). Persons with a hearing or speech disability with access to TTY/TDD equipment can call 304-579-4827 (not toll free).
Extracted from PDF file 2019-federal-form-5498-qa.pdf, last modified December 2018

More about the Federal Form 5498-QA Other TY 2019

We last updated the ABLE Account Contribution Information in February 2019, so this is the latest version of Form 5498-QA, fully updated for tax year 2018. You can download or print current or past-year PDFs of Form 5498-QA directly from TaxFormFinder. You can print other Federal tax forms here.

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Form Sources:

The Internal Revenue Service usually releases income tax forms for the current tax year between October and January, although changes to some forms can come even later. We last updated Federal Form 5498-QA from the Internal Revenue Service in February 2019.

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Historical Past-Year Versions of Federal Form 5498-QA

We have a total of four past-year versions of Form 5498-QA in the TaxFormFinder archives, including for the previous tax year. Download past year versions of this tax form as PDFs here:


2019 Form 5498-QA

2019 Form 5498-QA

2017 Form 5498-QA

2017 Form 5498-QA

2016 Form 5498-QA

2017 Form 5498-QA

ABLE Account Contribution Information 2015 Form 5498-QA

2016 Form 5498-QA


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