In observance of the Thanksgiving holiday, our call center will be closed starting at 2pm on November 27, 2024 and remain closed November 28, 2024. Please note limited hours on November 29, 2024, with the call center closing at 11am.
When is IRS Form 5498-QA available?
The plan administrator must send the 5498-QA by March 15, so you should receive the form no later than late March following the close of the tax year. You will receive it via mail or electronic delivery based on communications preferences.