---
title: "#3 Tax Year 2025: Submit 5498 Data to Superior"
description: Follow these steps to submit your tax year 2025 Form 5498 data to Superior according to your selected method—Spreadsheet (Excel) or Tax File (IRS 750 Format).
---

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# #3 Tax Year 2025: Submit 5498 Data to Superior

## Follow these steps to submit your tax year 2025 Form 5498 data to Superior according to your selected method—Spreadsheet (Excel) or Tax File (IRS 750 Format).

**Coming soon:** Training modules will be updated to reference the 2026 tax reporting season, but these modules/guides from the previous tax season can be viewed to familiarize your organization with the general process.

We have two separate modules to assist in submitting your organization's Form 5498 data to Superior according to your selected method - **Spreadsheet** (Excel) or **Tax File** (IRS 750 format).

**Spreadsheet Method**

Click [**HERE**](https://help.superiorira.com/hubfs/Submit%205498%20Data%20-%20Spreadsheet%20Method%20-%20FINAL%20-%20Made%20with%20Clipchamp.mp4?hsLang=en) to view the training module if your organization is uploading data to Superior using the Spreadsheet method.

You can also access a printable handout for taking notes **[HERE](https://help.superiorira.com/hubfs/%233%20Submit%205498%20Data%20-%20Spreadsheet%20Method%20-%20Handout.pdf?hsLang=en).**

**Tax File Method**

Click [**HERE**](https://help.superiorira.com/hubfs/Submit%205498%20Data%20-%20Tax%20File%20Method%20Final%20-%20Made%20with%20Clipchamp.mp4?hsLang=en)to view the training module if your organization is uploading data to Superior using the Tax File method. 

You can also access a printable handout for taking notes **[HERE](https://help.superiorira.com/hubfs/%233%20Submit%205498%20Data%20-%20%20Tax%20File%20Method%20-%20Handout.pdf?hsLang=en).**

 

**REVIEW NEXT TAX REPORTING STEPS:** 

[#4: Work Tax Reporting Errors](https://help.superiorira.com/info/tax-year-2025-work-tax-reporting-errors?hsLang=en)

[#5: Approve Tax Form Production](https://help.superiorira.com/info/tax-year-2025-approve-tax-form-production?hsLang=en)

[#6: Submit Tax Form Corrections (If Applicable)](https://help.superiorira.com/info/tax-year-2025-tax-form-corrections?hsLang=en)

[#7: Download Electronic Tax Forms (If Applicable)](https://help.superiorira.com/info/tax-year-2025-download-etax-forms-if-applicable?hsLang=en)

[#8: Retrieve 1099 State Tax Files (For State Reconciliation If Applicable)](https://help.superiorira.com/info/8-retrieve-1099-state-tax-files-for-state-reconciliation-if-applicable?hsLang=en)

 

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