5498 Forms › Form 5498-TA Due Dates and Filing Deadlines for 2027
At a Glance
Form 5498-TA Filing Deadlines
Form 5498-TA (Trump Account Contribution Information) follows the 5498-series schedule rather than the January 1099 rush: beneficiary statements in mid-March and IRS filing at the end of May. Trustees already filing Forms 5498, 5498-ESA, or 5498-SA can slot the 5498-TA into the same late-spring cycle, with one important exception covered below.
Key Deadlines for Tax Year 2026
| Requirement | Deadline |
|---|---|
| Furnish contribution statement to beneficiary | March 15, 2027 |
| E-file with IRS through IRIS | June 1, 2027 (May 31 falls on Memorial Day) |
| Extension with Form 8809 | Not available |
Note that Form 5498-TA is IRIS-only: there is no FIRE or Publication 1220 filing path, and filers subject to the 10-return electronic filing mandate must e-file.
No Form 8809 Extension
Most information returns can pick up an automatic 30-day extension with Form 8809. The 5498-TA is an exception: it is not covered by the 8809 extension process, so trustees should treat the IRS deadline as fixed. In practice the late-spring due date already provides months of runway after year end; the risk is not the calendar but waiting on year-end fair market values and late rollover postings before the file is complete. For what belongs in each box, see Form 5498-TA contribution types explained.
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Frequently Asked Questions About the Form 5498-TA Due Date
For tax year 2026, the first year the form is filed, beneficiary statements are due March 15, 2027 and the IRS e-file through IRIS is due June 1, 2027 (May 31 falls on Memorial Day).
No. Form 8809 extensions are not available for the 5498-TA, so the IRS deadline is firm. The late-spring due date already provides months of runway after year end, so plan the data collection window rather than counting on an extension.
The trustee or custodian of each Trump account files the form and furnishes the beneficiary statement. For what the form reports, see what is Form 5498-TA.
Through IRIS only: there is no FIRE or Publication 1220 filing path, and filers subject to the 10-return electronic filing mandate must e-file. See e-file Form 5498-TA online for how the IRIS filing works.
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BoomTax and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors prior to engaging in any transaction.