2025 Printable Template
42,014 reviews on
This website is not affiliated with any government agency or tax authority.
Form last updated: 03/2024. Please verify this is the current version before use.
Easily complete & submit your 5498-ESA form
Follow these simple steps to fill, sign, and send your 5498-ESA form online.
Fill out your form
Our user-friendly editor helps you quickly enter personal & business details in the 5498-ESA template.
Sign the form
Add your electronic signature to the fillable 5498-ESA form to certify it came directly from you.
Send it to the requester
Download and instantly print or share your signed 5498-ESA with the requester.
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.
How to fill out a 5498-ESA online?
Follow these steps to complete your 5498-ESA form online.
Frequently Asked Questions
Find quick answers to common questions about our PDF editor.
You need to include the beneficiary's name, Social Security number, and the total contributions made to the Coverdell ESA during the tax year.
The form must be filed with the IRS by May 31 of the year following the tax year in which contributions were made.
No, Form 5498-ESA does not require a signature according to IRS guidelines.
