Help! I Just Got a Form 5498

By | June 16th, 2016|Categories: Potpourri of Tax Topics|Tags: |

In the last couple of weeks, I've had multiple clients call in a panic because they received a Form 5498. For some reason, these forms seem to be coming late - one client got one after Memorial Day. The good news is, Form 5498 seldom directly affects the tax return.