Who must file Form 5498-QA?

Any state, or its agency, or instrumentalities that establish and maintain a qualified ABLE program must file a Form 5498-QA for each ABLE account.

What is Form 5498-QA used for?

Form 5498-QA, ABLE Account Contribution Information, is used by states or their agencies or instrumentalities that establish and maintain a qualified ABLE program to report certain information about contributions made to each ABLE account to the Internal Revenue Service (IRS) and to the designated beneficiary.

What is the deadline for filing Form 5498-QA with the IRS?

The filing may be done by either an officer or employee of the state, or its agency, or instrumentality having control of the qualified ABLE program, or the officer’s or employee’s designee on or before June 2, 2025.

What statements must be furnished to beneficiaries?

A statement must be furnished to each designated beneficiary by March 17, 2025. Furnish a copy of Form 5498-QA or an acceptable substitute statement.

What information is reported on Form 5498-QA?

Form 5498-QA reports the total amount of contributions made to the ABLE account in 2024, including all cash contributions, rollovers from a section 529 QTP to an ABLE account, and program-to-program transfers. It also reports the fair market value of the account as of December 31, 2024.

What is the difference between Forms 1099-QA and 5498-QA?

Form 1099-QA reports income paid out of an ABLE account to a designated beneficiary in a calendar year, while Form 5498-QA reports contributions made to an ABLE account and the fair market value as of the end of the calendar year.

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Podaci o doprinosu računa ABLE

Form 5498-QA is a reporting form for Achieving a Better Life Experience (ABLE) savings accounts, used to report contributions, rollovers, and program-to-program transfers to the IRS. The form includes information on the beneficiary's taxpayer identification number (TIN), account number, and basis of eligibility. Box 1 shows the amount of contributions made to the ABLE account in a given year, while Box 2 indicates any rollovers or program-to-program transfers made to the account. Boxes 3-6 provide information on the cumulative contributions, fair market value, and basis of eligibility for the ABLE account. The form also includes codes that show the type of disability for which the beneficiary is receiving ABLE account qualifying benefits. Instructions are provided for both the issuer and beneficiary.

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Upute za obrasce 1099-QA i 5498-QA - 2022 Upute za obrasce 1099-QA i 5498-QA

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Who must file Form 5498-QA?
Any state, or its agency, or instrumentalities that establish and maintain a qualified ABLE program must file a Form 5498-QA for each ABLE account.
What is Form 5498-QA used for?
Form 5498-QA, ABLE Account Contribution Information, is used by states or their agencies or instrumentalities that establish and maintain a qualified ABLE program to report certain information about contributions made to each ABLE account to the Internal Revenue Service (IRS) and to the designated beneficiary.
What is the deadline for filing Form 5498-QA with the IRS?
The filing may be done by either an officer or employee of the state, or its agency, or instrumentality having control of the qualified ABLE program, or the officer’s or employee’s designee on or before June 2, 2025.
What statements must be furnished to beneficiaries?
A statement must be furnished to each designated beneficiary by March 17, 2025. Furnish a copy of Form 5498-QA or an acceptable substitute statement.
What information is reported on Form 5498-QA?
Form 5498-QA reports the total amount of contributions made to the ABLE account in 2024, including all cash contributions, rollovers from a section 529 QTP to an ABLE account, and program-to-program transfers. It also reports the fair market value of the account as of December 31, 2024.
What is the difference between Forms 1099-QA and 5498-QA?
Form 1099-QA reports income paid out of an ABLE account to a designated beneficiary in a calendar year, while Form 5498-QA reports contributions made to an ABLE account and the fair market value as of the end of the calendar year.

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Savezni porezni obrasci

Obrazac 5498-QA jedan je od saveznih poreznih obrazaca koji su dokumenti koji se koriste za prijavu i podnošenje saveznih poreza na dohodak Poreznoj upravi (IRS) u Sjedinjenim Državama. Ove obrasce koriste pojedinci, tvrtke i organizacije za prijavu svojih prihoda, odbitaka i drugih relevantnih informacija potrebnih za izračun saveznih poreznih obveza.

Najčešće korišten savezni porezni obrazac je obrazac 1040, koji koriste pojedinačni porezni obveznici za prijavu poreza na dohodak. Drugi često korišteni obrasci uključuju Obrazac 1065 za partnerstva, Obrazac 1120 za korporacije i Obrazac 990 za organizacije oslobođene plaćanja poreza.

Savezni porezni obrasci obično zahtijevaju od poreznih obveznika da prijave različite izvore prihoda, kao što su nadnice, plaće i napojnice, kao i prihod od ulaganja, iznajmljivanja nekretnina i drugih izvora. Obrasci također omogućuju poreznim obveznicima traženje odbitaka i kredita za razne troškove, kao što su dobrotvorni prilozi, kamate na hipotekarni kredit i troškovi zdravstvene zaštite.

Važno je podnijeti savezne porezne obrasce točno i na vrijeme, jer nepoštivanje toga može rezultirati kaznama i kamatama od Porezne uprave.

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