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Click ‘Get Form’ to open the ESA 2016 form in the editor.
Begin by entering the trustee’s or issuer's name and address in the designated fields. Ensure accuracy as this information is crucial for IRS records.
In Box 1, input the total Coverdell ESA contributions made on behalf of the beneficiary for the year 2016. This amount should reflect contributions made up until April 18, 2017.
Next, fill in Box 2 with any rollover contributions that occurred during 2016. This includes direct rollovers and military death gratuity contributions.
Complete the beneficiary's details, including their name and social security number. For privacy, only the last four digits may be displayed.
Finally, review all entered information for accuracy before saving your completed form. Utilize our platform’s features to easily modify any sections if needed.

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Versions	Form popularity	Fillable & printable
2023	4.7 Satisfied (37 Votes)
2022	4.5 Satisfied (28 Votes)
2021	4.8 Satisfied (218 Votes)
2020	4 Satisfied (31 Votes)
2019	4.4 Satisfied (240 Votes)
2018	4.4 Satisfied (208 Votes)
2017	4.3 Satisfied (92 Votes)
2016	4.4 Satisfied (189 Votes)
2013	4.4 Satisfied (136 Votes)
2012	4.3 Satisfied (213 Votes)

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Do you have to report 529 distributions on a tax return?

Youll have to report your 529 plan spending to the IRS, so keeping careful records is important. Decide ahead of time how youll withdraw the funds and use them.

What tax form do I get for ESA distribution?

Youll receive an IRS Form 1099-Q when you withdrawal money from a 529 plan or a Coverdell Education Savings Account (Coverdell ESA). Learn when and how to include it on your tax return.

How do I claim ESA on my taxes?

To write off ESA expenses for a tax deduction, you will need to fill out the IRS Form 1040. Under Schedule A deductions, you can itemize your ESA expenses as medical expenses if you have a mental health diagnosis that requires an ESA and proper documentation.

How are ESA distributions taxed?

Distributions for qualified education expenses are free from federal taxes and penalties. The earnings on distributions that are not used to pay for qualified education expenses or that exceed the yearly qualified expenses are: Included in the gross income of the recipient.