IRS FORM 5498
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      1. SELF-DIRECTED IRA KNOWLEDGE CENTER
      2. IRS REPORTING
      3. IRS FORM 5498

      What if I Don’t Receive IRS Form 5498 From STRATA?

      If you made an IRA contribution, rollover, conversion or recharacterization for a given tax year, STRATA will file IRS Form 5498 to report it. A copy of your form will be made available to you either online or paper, based on your communications preference.