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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 is also attached to the bottom of this article.
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 - Data Requirements
| 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.