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How to Create Form 5498/5498-SA/5498-ESA

Creating Form 5498

  1. Click on the Payer List button.
  2. Double click on the payer name.
  3. Highlight the recipient to add the form to.
  4. Click on the Add Form button.
  5. Choose 5498 from the Form Type drop down menu.
  6. Fill in the necessary fields on the form.
  7. Click Save.

Creating Form 5498-SA

  1. Click on the Payer List button.
  2. Double click on the payer name.
  3. Highlight the recipient to add the form to.
  4. Click on the Add Form button.
  5. Choose 5498-SA from the Form Type drop down menu.
  6. Fill in the necessary fields on the form.
  7. Click Save.

Creating Form 5498-ESA

  1. Click on the Payer List button.
  2. Double click on the payer name.
  3. Highlight the recipient to add the form to.
  4. Click on the Add Form button.
  5. Choose 5498-ESA from the Form Type drop down menu.
  6. Fill in the necessary fields on the form.
  7. Click Save.
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