Our call center will close early at 1pm PT on Tuesday August 5, 2025, and Thursday August 7, 2025, to make significant upgrades to your service experience. Thank you for your patience.
The plan administrator must send the 5498-QA by March 15, so you should receive the form no later than late March following the close of the tax year. You will receive it via mail or electronic delivery based on communications preferences.
