5498 - Form Data CSV Ingestion Template Guide
Please see the table below for details on each field of the 5498 Form Data Template. The CSV template and a sample FMV Statement PDF are attached to the bottom of this article for reference.
An Account must be created prior to ingesting Form Data. There should typically be a single row for each Account in the template; however, if the income applies to multiple postponed contribution reason codes, there may be a separate row for each contribution reason.
Please note: For more information on all of the 5498 data requirements, please refer to this guide: 5498 - Overview
| Field | Headers | Format | Example |
| Account ID | account_id | String | 12345678 |
| IRA contributions (other than amounts in boxes 2 - 4, 8 - 10, 13a, and 14a) (Box 1) | ira_contributions | Dollar Amount | 100 |
| Rollover contributions (Box 2) | rollover_contributions | Dollar Amount | 100 |
| Roth IRA conversion amount (Box 3) | roth_ira_conversion_amount | Dollar Amount | 100 |
| Recharacterized contributions (Box 4) | recharacterized_contributions | Dollar Amount | 100 |
| Life insurance cost included in box 1 (Box 6) | life_insurance_cost | Dollar Amount | 100 |
| SEP contributions (Box 8) | sep_contributions | Dollar Amount | 100 |
| SIMPLE contributions (Box 9) | simple_contributions | Dollar Amount | 100 |
| Roth IRA contributions (Box 10) | roth_ira_contributions | Dollar Amount | 100 |
| Postponed/late contrib. (Box 13a) | postponed_late_contribution | Dollar Amount | 100 |
| Year (Box 13b) | year_13b | YYYY | 2024 |
| Code (Box 13c) | code_13c | Enum | EO13239 |
| Repayments (Box 14a) | repayments | Dollar Amount | 100 |
| Code (Box 14b) | code_14b | Enum | QR |
| FMV of certain specified assets (Box 15a) | fmv_of_certain_specified_assets | Dollar Amount | 100 |
| Code(s) (Box 15b) | code_15b | Enum | H |
Please see below for the enums available for each of the applicable fields.
| Header | Enum |
| code_13c | EO13239 |
| code_13c | EO12744 |
| code_13c | EO13119 |
| code_13c | PL106-21 |
| code_13c | PL115-97 |
| code_13c | FD |
| code_13c | PO |
| code_13c | SC |
| code_14b | QR |
| code_14b | DD |
| code_14b | BA |
| code_15b | A |
| code_15b | B |
| code_15b | C |
| code_15b | D |
| code_15b | E |
| code_15b | F |
| code_15b | G |
| code_15b | H |
Please note: There is a limitation of 500K rows for Form CSV data. If the file is larger than this limit, please split the file to successfully ingest the associated data.