2017 Form 5498-ESA. Coverdell ESA Contribution Information: Fill out & sign online

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Click ‘Get Form’ to open the 2017 Form 5498-ESA in the editor.
Begin by entering the trustee’s or issuer's name and address in the designated fields at the top of the form.
Fill in the beneficiary's name, social security number, and address. Ensure accuracy as this information is crucial for IRS reporting.
In Box 1, input the total Coverdell ESA contributions made on behalf of the beneficiary during 2017. Remember, these amounts should not be deducted on your tax return.
If applicable, enter any rollover contributions in Box 2. This includes direct rollovers and military death gratuity contributions.
Review all entered information for accuracy before saving your changes. Utilize our platform’s features to easily modify any details if necessary.

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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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What is a Coverdell ESA contribution?

The information on Form 5498 is submitted to the IRS by the trustee or issuer of your individual retirement arrangement (IRA) to report contributions, including any catch-up contributions, rollovers, repayments, required minimum distributions (RMDs), and the fair market value (FMV) of the account.

Do I need to report form 5498 on my tax return IRS?

You arent required to do anything with Form 5498 because its for informational purposes only. Please be sure to keep this form for your records as youll need this information to calculate your taxable income when you decide to take distributions from your IRA.

Does IRS form 5498 need to be reported?

You dont have to file this form with your tax return. The financial institution that issued it will share this information with the IRS. Form 5498 can help you keep track of contributions youve made to a traditional IRA, Roth IRA, SEP IRA, or SIMPLE IRA.

What is a 5498 ESA form used for?

Form 5498-ESA is used to report Coverdell education savings account beneficiary and custodian/trustee information, tax identification and account numbers, annual contributions, and rollovers.

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2017 Form 5498-ESA. Coverdell ESA Contribution Information-2026

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How to use or fill out 2017 Form 5498-ESA. Coverdell ESA Contribution Information with our platform

See more 2017 Form 5498-ESA. Coverdell ESA Contribution Information versions

Complete this form in 5 minutes or less

Got questions?

What is a Coverdell ESA contribution?

Do I need to report form 5498 on my tax return IRS?

Does IRS form 5498 need to be reported?

What is a 5498 ESA form used for?

Security and compliance

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2017 Form 5498-ESA. Coverdell ESA Contribution Information-2026

Here's how it works

How to use or fill out 2017 Form 5498-ESA. Coverdell ESA Contribution Information with our platform

See more 2017 Form 5498-ESA. Coverdell ESA Contribution Information versions

Complete this form in 5 minutes or less

Got questions?

What is a Coverdell ESA contribution?

Do I need to report form 5498 on my tax return IRS?

Does IRS form 5498 need to be reported?

What is a 5498 ESA form used for?

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