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What to do with IRS Form 5498?
This document does not need to be filed with your taxes. Once you obtain Tax Form 5498, keep it for your records.
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What type of bank accounts can I add to my account?
You can connect a checking or savings account. These types of accounts use Automated Clearing House (ACH) transfers, which are a fast and efficient way to electronically move funds from one account to another.
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When do you get IRS Form 5498?
The plan administrator must file Form 5498 to the IRS by May 31 each year — and you will receive a copy of the form. The deadline to file the form is later than other tax forms. This is because your retirement contributions are due for the previous tax year on the tax return due date, tax deadline,...
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When is IRS Form 1099-R available?
You should receive the 1099-R no later than early February after the calendar year of the retirement account distribution since the plan administrator must send it by January 31. You will receive it via mail or electronic delivery based on your account communications preferences.
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Where can I change my password or set up multi-factor authentication?
Once you log in, select “Security Center” from the dropdown menu next to your profile icon in the upper right corner of the screen. You can also go to your profile and select the “Open Security Center” button next to Login settings. From here, you can make any changes to your account that have to...
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Where can I find a copy of the MarylandSaves program rules?
The MarylandSaves retirement savings program rules are detailed here.
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Where can I find a copy of the program rules?
The MarylandSaves retirement savings program rules are posted here.
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Where can I find information about investments, fees, risks, and other program details?
All program details can be found in our Program Description.
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Where do my automatic contributions go?
They’re deposited into a Roth IRA that is yours to keep for life and that you control.
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Where should I turn if I have an issue or concern with a MarylandSaves WorkLife Account?
We're always available to answer any questions or concerns you may have. Whether you want to call, email, or send us something by mail, you can get our contact information here.