If your employer offers a high-deductible health plan (HDHP), they might offer a health savings account (HSA) as well. HSAs ...

Form 5498 details IRA contributions, required minimum distributions (RMDs), Roth IRA conversions, rollovers, and the fair market value (FMV) of IRA accounts. Form 5498 reports IRA contributions ...

Rollovers are subject to Roth IRA annual contribution limits ... be generated if funds are distributed from a 529 plan, and the Form 5498 will be received from the Roth contributions ...

Since the rollover reduces the amount of new contributions you can make for the ... She says that some administrators may require a paper form and others may not. "The key is to ensure the money ...