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Form Instruction 1099-R & 5498 online DE: What You Should Know
IRS Form 1099-R. Filing and distribution dates have been updated and the form's reference to required minimum distributions has been updated to 2025 (2016 for 5498). IRS Form 1099-R and 5498. Changes are limited to updating year references and deleting the year-specific delivery and filing deadlines. Instead, IRS General and Notice of 2016-36. Filing and distribution dates have been updated and the form's reference to required minimum distributions has been updated to 2025 (2016 for 5498). IRS Forms 1099-R and 5498. Changes limited to updating year references and doubling the date for filing for year beginning with 2019. IRS General Rules for 2023, 2016-36 and 2017-37 For the 2025 tax year, IRS will no longer use the 5498 as the method for distributing the distributions to beneficiaries with respect to any retirement plan or annuity. For the 2025 tax year, the 2025 FICA tax code will reflect the additional 3,000 per beneficiary exemption for individuals with more than 100,000 in retirement plan assets. For the 2025 tax year, the 1099R will no longer be valid for any taxable year beginning after December 13, 2018. For the following tax years, the 5498 for nonagenarian individuals will not be valid for the following taxable years: 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026, 2027, and 2028. For the 2025 tax year, the 2025 rule of “the amount is includible in the gross adjusted gross income of the owner” has been removed. For purposes of the 5498, the applicable exemption amounts are adjusted dollar for dollar by adjustments for inflation and any increase or decrease in the age of the holder of the plan or annuity. For purposes of the 5498, no later than April 15 in the year the distributions are made, the administrator may also provide the notice described under section 604(f)(4). The 604(f) notice shall inform that the tax has been imposed and that the taxpayer has the right to appeal. IRS 1099-R and IRS 5498 General Rules Nov 15, 2025 — General rules apply with respect to the computation of required minimum distributions.
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