You have the right to request a date of death valuation. Please send a written request through the Message Center located in Client Portal. Requests are reviewed on a case by case basis…

The IRS requires that SEP IRA contributions be reported on form 5498 for the year they are actually deposited into the account, regardless of the year for which they are made. 

For tax filing purposes, the contributions may still be reported as prior year. Please consult a qualified tax advisor for proper reporting procedure…

The IRS requires that Form 5498 be furnished to you by the trustee of your account by May 31 for the preceding tax year. To access and print your Form 5498, log in to Client Portal and select the…

Form 5498, "IRA Contribution Information", is an information form used to report contributions and rollovers to Traditional IRAs, Roth IRAs, SEP IRAs, and SIMPLE IRAs. Form 5498 also reports the Fair Market Value (FMV) of your IRA account as of year-end…

Information on your Form 5498 is provided by your investment firm…

The reporting deadline for Form 5498 for providing this to the IRS for the preceding tax year is May 31…