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
Copy A
For Internal Revenue
Service Center
Paperwork Reduction Act Notice, see the
General Instructions for
Certain Information
Returns .
| TRUSTEE’S/ |
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/ |
ZIP/ |
ZIP/ |
ZIP/ |
ZIP/ |
ZIP/ |
ZIP/ |
ZIP/ |
ZIP/ |
ZIP/ |
ZIP/ |
ZIP/ |
| TRUSTEE’S/ ** 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/ |
ZIP/ |
13aPostponed/ $ |
13aPostponed/ $ |
13aPostponed/ $ |
13aPostponed/ $ |
13aPostponed/ $ |
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/ |
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/ |
ZIP/ |
ZIP/ |
ZIP/ |
ZIP/ |
ZIP/ |
ZIP/ |
ZIP/ |
ZIP/ |
ZIP/ |
ZIP/ |
ZIP/ |
| TRUSTEE’S/ |
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/ |
ZIP/ |
13aPostponed/ $ |
13aPostponed/ $ |
13aPostponed/ $ |
13aPostponed/ $ |
13aPostponed/ $ |
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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