The Daily Overview on MSN

Are IRA contributions tax-deductible? Key rules, limits and how to claim

Tax season is when retirement planning suddenly feels very real, because the right move with an IRA can shrink this year's ...
American Society of Pension Professionals & Actuaries

Have to Report IRA Contributions? There’s an Updated How-to

Do you or your clients need to report contributions to IRAs for 2025? The IRS has updated Publication 590-A, Contributions to Individual Retirement Arrangements (IRAs) for Use in Preparing Returns.
Morningstar

The One Form That IRA Holders Should Scrutinize | Morningstar

The IRA provider must file this form every year for every IRA it manages. The form reports the prior year-end fair market value of the IRA, whether any contribution was made to the account for the ...
Morningstar

3 Misleading IRS Forms

A trio of IRS forms can lead you astray regarding proper tax treatment of your retirement benefits. Form 5498 for inherited IRA: The first is IRS Form 5498, the "information return" your IRA provider ...
Hosted on MSN

An IRS Ruling Shows Why It’s Important to Audit Your IRA

IRS Form 5498 is one of the most overlooked but critically important IRA forms. While Form 1099-R usually gets attention during tax time for reporting distributions, Form 5498 plays a ...
WMUR

Do You Know Where Your IRA Beneficiary Forms Are?

Questions answered by Marc Hebert, president of The Harbor Group Inc., a registered investment adviser. Ask A Question Do you know where the beneficiary forms are to your individual retirement ...