Form 5498

Use this skill when an individual has received Form 5498 (IRA Contribution Information) from an IRA custodian and needs help understanding it, reconciling its boxes against the user's tax return, verifying that IRA contributions, rollovers, conversions, and RMDs were reported correctly, or interpreting Box 7 codes and the RMD indicator in Box 11. Triggers on phrases like "received Form 5498", "Form 5498 from Fidelity / Vanguard / Schwab", "what is Box 1 / Box 3 / Box 7 / Box 11 on 5498", "verify IRA contribution reporting", "Form 5498 vs Form 1040", "5498 doesn't match my return", "year-end IRA statement", "rollover reported on 5498", "conversion shown on 5498", "FMV on 5498". Do NOT use for: HSA contributions reported on Form 5498-SA (use the form-5498-sa skill); Coverdell ESA contributions reported on Form 5498-ESA; reporting IRA distributions (those are on Form 1099-R, not 5498); claiming the IRA deduction itself (that goes on Schedule 1; Form 5498 is informational only); excise taxes on excess contributions or missed RMDs (use the form-5329 skill).

mkdir -p ~/.claude/skills/form-5498
curl -L https://claudskills.com/skills/form-5498/SKILL.md \
  -o ~/.claude/skills/form-5498/SKILL.md

@misc{form-5498-2026,
  author    = {jupid-tax},
  title     = {Form 5498 [Claude Code skill]},
  year      = {2026},
  publisher = {ClaudSkills},
  url       = {https://claudskills.com/skills/form-5498/}
}