Tax Form 5498 is sent in late May of the current year to any EECU Traditional IRA, Roth IRA, Coverdell ESA (5498-ESA) owners who completed a Contribution or Rollover for the previous year, or had an opened IRA or Coverdell ESA account as of December 31 of the previous year.
This form is informational and is not required to be filed with your taxes. However, a copy of the form will also be sent to the IRS.
We recommend you review the form as soon as you receive it. If you believe there is an issue or an error on the form, or if you have any questions about the form, please call us at 800-538-3328, email us at IRAdesk@myeecu.org, or visit your nearest EECU branch location for assistance.