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ERISA Attorney

BLG PLLC
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Plan Document Support Specialist

ASC Actuarial Systems Corporation
(Remote)

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Senior Account Manager

Daybright Financial
(Remote)

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Plan Administrator

Heritage Pension Advisors, Inc.
(Remote / Woodbury NY)

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Relationship Manager - Defined Contributions

Daybright Financial
(Remote)

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Draft of Instructions for IRS Form 5498-TA: Trump Account Contribution Information (PDF)
Internal Revenue Service [IRS] Link to more items from this source
[Official Guidance]
May 7, 2026

"File Form 5498-TA, Trump Account Contribution Information, with the IRS and furnish it to the account beneficiary for each Trump account you maintained during the calendar year shown on the form for any calendar year during the growth period of the account beneficiary. For any calendar year after the growth period of the account beneficiary, file Form 5498, IRA Contribution Information, with the IRS and furnish it to the account beneficiary."  MORE >>

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