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Exhibit CC Form 5498

Publication 1179 — General Rules and Specifications For Substitute Forms 1096, 1098, 1099, 5498, and Certain Other Information Returns · 2026-10-03 edition · updated 2026-10-04 · United States

2828 VOID CORRECTED

For filing information, Privacy Act, and

IRA Contribution

Information

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Paperwork Reduction Act Notice, see the

General Instructions for

Certain Information

Returns .

www.irs.gov/Form1099

TRUSTEE’S/ISSUER’S name 1 IRA contributions (other
than amounts in boxes
2–4, 8–10, 13a, and 14a)
$
OMB No. 1545-0747
2026
Form 5498
Street address Street address Room/suite no. Room/suite no. Room/suite no. Room/suite no. Room/suite no. Room/suite no. Room/suite no. Room/suite no. Room/suite no. Room/suite no. Room/suite no. Room/suite no.
Street address Street address Room/suite no. Room/suite no. 2Rollover contributions
$
2Rollover contributions
$
2Rollover contributions
$
2Rollover contributions
$
2Rollover contributions
$
2Rollover contributions
$
2Rollover contributions
$
2Rollover contributions
$
2Rollover contributions
$
2Rollover contributions
$
City/town City/town City/town City/town City/town City/town City/town City/town City/town City/town City/town City/town City/town City/town
City/town City/town City/town City/town 3Roth IRA conversion
amount
$
3Roth IRA conversion
amount
$
3Roth IRA conversion
amount
$
3Roth IRA conversion
amount
$
3Roth IRA conversion
amount
$
4Recharacterized
contributions
$
** 0.50 in**
4Recharacterized
contributions
$
** 0.50 in**
4Recharacterized
contributions
$
** 0.50 in**
4Recharacterized
contributions
$
** 0.50 in**
4Recharacterized
contributions
$
** 0.50 in**
State/province Country ZIP/foreign code ZIP/foreign code ZIP/foreign code ZIP/foreign code ZIP/foreign code ZIP/foreign code ZIP/foreign code ZIP/foreign code ZIP/foreign code ZIP/foreign code ZIP/foreign code ZIP/foreign code
TRUSTEE’S/ISSUER’S TIN
** 0.50 in**
PARTICIPANT’S TIN
** 1.70 in**
PARTICIPANT’S TIN
** 1.70 in**
PARTICIPANT’S TIN
** 1.70 in**
5FMV of account
$
5FMV of account
$
5FMV of account
$
5FMV of account
$
5FMV of account
$
6Life insurance cost included
in box 1
$
6Life insurance cost included
in box 1
$
6Life insurance cost included
in box 1
$
6Life insurance cost included
in box 1
$
6Life insurance cost included
in box 1
$
PARTICIPANT’S name PARTICIPANT’S name PARTICIPANT’S name PARTICIPANT’S name 7
IRA
SEP SIMPLE SIMPLE Roth IRA
PARTICIPANT’S name PARTICIPANT’S name PARTICIPANT’S name PARTICIPANT’S name 8SEP contributions
$
8SEP contributions
$
8SEP contributions
$
8SEP contributions
$
8SEP contributions
$
9SIMPLE contributions
$
** 0.33 in**
9SIMPLE contributions
$
** 0.33 in**
9SIMPLE contributions
$
** 0.33 in**
9SIMPLE contributions
$
** 0.33 in**
9SIMPLE contributions
$
** 0.33 in**
Street address
** 0.33 in**
Street address
** 0.33 in**
Street address
** 0.33 in**
Apt. no. 10Roth IRA contributions
$
10Roth IRA contributions
$
10Roth IRA contributions
$
10Roth IRA contributions
$
10Roth IRA contributions
$
11Check if RMD for 2027 11Check if RMD for 2027 11Check if RMD for 2027 11Check if RMD for 2027 11Check if RMD for 2027
City/town City/town City/town City/town 12aRMD date 12aRMD date 12aRMD date 12aRMD date 12aRMD date 12bRMD amount
$
12bRMD amount
$
12bRMD amount
$
12bRMD amount
$
12bRMD amount
$
State/province Country ZIP/foreign code ZIP/foreign code 13aPostponed/late contrib.
$
13aPostponed/late contrib.
$
13aPostponed/late contrib.
$
13aPostponed/late contrib.
$
13aPostponed/late contrib.
$
13bYear 13cCode 13cCode 13cCode 13cCode
14aRepayments
$
14aRepayments
$
14aRepayments
$
14aRepayments
$
14aRepayments
$
14bCode 14bCode 14bCode 14bCode 14bCode
Account number (see instructions)
Account number (see instructions)
Account number (see instructions)
Account number (see instructions)
15aFMV of certain specified
assets
$
15aFMV of certain specified
assets
$
15aFMV of certain specified
assets
$
15aFMV of certain specified
assets
$
15aFMV of certain specified
assets
$
15bCode(s) 15bCode(s) 15bCode(s) 15bCode(s) 15bCode(s)

Do Not Cut or Separate Forms on This Page — Do Not Cut or Separate Forms on This Page

Cat. No. 50010C

Department of the Treasury - Internal Revenue Service

2828 VOID CORRECTED

IRA Contribution

Information

TRUSTEE’S/ISSUER’S name 1 IRA contributions (other
than amounts in boxes
2–4, 8–10, 13a, and 14a)
$
OMB No. 1545-0747
2026
Form 5498
Street address Street address Room/suite no. Room/suite no. Room/suite no. Room/suite no. Room/suite no. Room/suite no. Room/suite no. Room/suite no. Room/suite no. Room/suite no. Room/suite no. Room/suite no.
Street address Street address Room/suite no. Room/suite no. 2Rollover contributions
$
2Rollover contributions
$
2Rollover contributions
$
2Rollover contributions
$
2Rollover contributions
$
2Rollover contributions
$
2Rollover contributions
$
2Rollover contributions
$
2Rollover contributions
$
2Rollover contributions
$
City/town City/town City/town City/town City/town City/town City/town City/town City/town City/town City/town City/town City/town City/town
City/town City/town City/town City/town 3Roth IRA conversion
amount
$
3Roth IRA conversion
amount
$
3Roth IRA conversion
amount
$
3Roth IRA conversion
amount
$
3Roth IRA conversion
amount
$
4Recharacterized
contributions
$
4Recharacterized
contributions
$
4Recharacterized
contributions
$
4Recharacterized
contributions
$
4Recharacterized
contributions
$
State/province Country ZIP/foreign code ZIP/foreign code ZIP/foreign code ZIP/foreign code ZIP/foreign code ZIP/foreign code ZIP/foreign code ZIP/foreign code ZIP/foreign code ZIP/foreign code ZIP/foreign code ZIP/foreign code
TRUSTEE’S/ISSUER’S TIN PARTICIPANT’S TIN PARTICIPANT’S TIN PARTICIPANT’S TIN 5FMV of account
$
5FMV of account
$
5FMV of account
$
5FMV of account
$
5FMV of account
$
6Life insurance cost included
in box 1
$
6Life insurance cost included
in box 1
$
6Life insurance cost included
in box 1
$
6Life insurance cost included
in box 1
$
6Life insurance cost included
in box 1
$
PARTICIPANT’S name PARTICIPANT’S name PARTICIPANT’S name PARTICIPANT’S name 7
IRA
SEP SIMPLE SIMPLE Roth IRA
PARTICIPANT’S name PARTICIPANT’S name PARTICIPANT’S name PARTICIPANT’S name 8SEP contributions
$
8SEP contributions
$
8SEP contributions
$
8SEP contributions
$
8SEP contributions
$
9SIMPLE contributions
$
9SIMPLE contributions
$
9SIMPLE contributions
$
9SIMPLE contributions
$
9SIMPLE contributions
$
Street address Street address Street address Apt. no. 10Roth IRA contributions
$
10Roth IRA contributions
$
10Roth IRA contributions
$
10Roth IRA contributions
$
10Roth IRA contributions
$
11Check if RMD for 2027 11Check if RMD for 2027 11Check if RMD for 2027 11Check if RMD for 2027 11Check if RMD for 2027
City/town City/town City/town City/town 12aRMD date 12aRMD date 12aRMD date 12aRMD date 12aRMD date 12bRMD amount
$
12bRMD amount
$
12bRMD amount
$
12bRMD amount
$
12bRMD amount
$
State/province Country ZIP/foreign code ZIP/foreign code 13aPostponed/late contrib.
$
13aPostponed/late contrib.
$
13aPostponed/late contrib.
$
13aPostponed/late contrib.
$
13aPostponed/late contrib.
$
13bYear 13cCode 13cCode 13cCode 13cCode
14aRepayments
$
14aRepayments
$
14aRepayments
$
14aRepayments
$
14aRepayments
$
14bCode 14bCode 14bCode 14bCode 14bCode
Account number (see instructions)
Account number (see instructions)
Account number (see instructions)
Account number (see instructions)
15aFMV of certain specified
assets
$
15aFMV of certain specified
assets
$
15aFMV of certain specified
assets
$
15aFMV of certain specified
assets
$
15aFMV of certain specified
assets
$
15bCode(s) 15bCode(s) 15bCode(s) 15bCode(s) 15bCode(s)

64

Department of the Treasury - Internal Revenue Service

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▸Contents — Publication 1179 — General Rules and Specifications For Substitute Forms 1096, 1098, 1099, 5498, and Certain Other Information Returns

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