5498 Software   E-File | TIN Matching | Print and Mail | 5498 Forms | Fillable Forms | Envelopes |

5498 Software

5498 Software Account Ability 1098, 1099, 3921, 3922, 5498, W2G, W2, W2C Software (https://www.AccountAbilitySoftware.com/)

Account Ability's 5498 Software User Interface

Account Ability's 5498 Software
  • 5498 forms can be keyed or imported from text files, spreadsheets and IRS Pub 1220 compliant transmittals.
  • Electronic filing (E-FILE) of tax Form 5498 via IRS FIRE is included for free.
  • 5498 forms are easily maintained on user friendly windows resembling the actual IRS Form (as shown above).
  • Bulk TIN Matching module (included for free) checks Participant name and TIN against IRS records.
  • Includes Combined Federal/State Filing for Form 5498.
  • Prints 5498 IRS Copy A on pre-printed fillable IRS approved 5498 forms.
  • Prints Participant copies on blank paper (see SAMPLE OUTPUT below) or fillable 5498 forms.
  • Exports 5498 forms to CSV text files compatible with Excel.
  • 5498 forms can be rolled foward from year-to-year at your option.
  • Supports an unlimited number of 5498 forms.
  • Supports an unlimited number of Trustee records (entities).
  • Filters unwanted 5498 forms in seconds.
  • Two levels of password protection to secure your returns.
  • 5498 forms can be locked for review only after final submission to IRS.
  • Calculates and prints Form 1096 for IRS or an information copy for your records.
  • Includes quick access to the Windows calculator when needed.
  • Includes current year and prior year correction processing.
  • Displays IRS 5498 reporting instructions and filing due dates.
  • Participant comments, visible only to the Trustee, can be added to any 5498 Form.
  • Participant copies can be delivered via Account Ability's optional Print and Mail Service.
  • All of your 5498 forms reside on your computer (or network), not ours.
  • Detailed Control Reports help to validate your data prior to processing.
  • Includes free and unlimited 24/7 technical support to all licensed users.
  • Visit our website and read all of the features.
5498 Participant Copy B (Companion Envelope DWMR)
5498 Participant Copy B on Pressure Seal (Requires Form PSN14EZ)
1096 Information Copy for Filer's Records
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More screen shots and sample output.
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