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How to fill out a 5498-ESA online?

Follow these steps to complete your 5498-ESA form online.

Step 01

Access the form in the PDF editor.

Step 02

Enter the beneficiary's name and address.

Step 03

Provide the beneficiary's Social Security Number (SSN).

Step 04

Fill in the contributions made during the tax year.

Step 05

Indicate any rollover contributions if applicable.

Step 06

Review all entries for accuracy before saving.

IRS Form 5498-ESA Information

What is a 5498-ESA used for?

Form 5498-ESA is used by financial institutions to report contributions made to a Coverdell Education Savings Account (ESA) to the IRS. This form is important for tracking contributions and ensuring compliance with IRS regulations. It is provided to the IRS and the account beneficiary for informational purposes and should be retained for tax records.

Who needs to fill out a 5498-ESA form

Financial institutions that manage Coverdell Education Savings Accounts.

What information do I need to provide on form 5498-ESA?

You need to include the beneficiary's name, Social Security number, and the total contributions made to the Coverdell ESA during the tax year.

What is the deadline for filing form 5498-ESA?

The form must be filed with the IRS by May 31 of the year following the tax year in which contributions were made.

Do I need to sign Form 5498-ESA?

No, Form 5498-ESA does not require a signature according to IRS guidelines.

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