2025 5498 Contributions, Balancing & Transmission Instructions and Deadline

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Instructions for 2025 Form 5498 reporting — covering IRA, Coverdell, and Health Savings Accounts — are now available. Please review the linked document below for contribution balancing and transmission guidance.

FLEX 2025 5498 Tax Reporting Information & Instructions

Transmission Notification Deadline via FLEX Tuesday, April 21, 2026 — 5:00 PM MDT

A fine of $500.00 will be assessed for all data submitted after the deadline.

Please note that deadlines for Ascensus or other third-party servicers may differ. Contact those providers directly for their specific deadlines.

For questions regarding Tax Reporting Services or Tax Balancing, please reach out to the FLEX Tax Support Team.