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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).

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 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.

Tax File Method

Click HERE 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.

 

REVIEW NEXT TAX REPORTING STEPS: 

#4: Work Tax Reporting Errors

#5: Approve Tax Form Production

#6: Submit Tax Form Corrections (If Applicable)

#7: Download Electronic Tax Forms (If Applicable)

#8: Retrieve 1099 State Tax Files (For State Reconciliation If Applicable)