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5498

IRA Contribution Information or Coverdell ESA Contribution Information (5498-ESA)

Why we send you this form:

We must report your annual contributions to a Coverdell ESA, Traditional IRA, Roth IRA, SIMPLE IRA, SEP IRA or SAR SEP account.

Also reported on an IRA Contribution Form are:
  • Rollover contributions
  • Roth IRA conversion amounts
  • Recharacterized contributions
  • The fair market value of the account as of 12/31

If you completed a rollover, you will need to report the information from this form along with information from your Form 1099-R.

We are required to mail Form 5498 by June 2nd. We are required to mail Form 5498-ESA by April 30th.

Not on this form:
  • Full or partial distributions, including a rollover, from retirement plans.
  • Full or partial distributions, including a transfer, from a Coverdell ESA.
  • Any federal income tax withheld from your rollover distributions.

See Form 1099-R or 1099-Q (for Coverdell ESAs) for information on the above.



    

Shares of Oppenheimer funds are not deposits or obligations of any bank, are not guaranteed by any bank, are not insured by the FDIC or any other agency, and involve investment risks, including the possible loss of the principal amount invested.

Before investing in any of the Oppenheimer funds, investors should carefully consider a fund's investment objectives, risks, charges and expenses. Fund prospectuses and summary prospectuses contain this and other information about the funds, and may be obtained by asking your financial advisor, visiting oppenheimerfunds.com, or calling 1.800.CALL OPP (225.5677). Read prospectuses and summary prospectuses carefully before investing.

Oppenheimer funds are distributed by OppenheimerFunds Distributor, Inc.
Two World Financial Center, 225 Liberty Street, New York, NY 10281-1008