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

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Do I send in form 5498?

Form 5498: IRA Contributions Information reports to the IRS your IRA contributions for the year along with other information about your IRA account. Your IRA custodiannot youis required to file this form with the IRS, usually by May 31. You wont find this form in TurboTax, nor do you file it with your tax return.

How do I report a Coverdell distribution on my tax return?

If you used all the money you withdrew from your QTP or Coverdell ESA to pay for qualified education expenses, and meet other IRS requirements, the distributions arent taxable and you dont need to report them as income. Just file your 1099-Q with your tax records.

What is form 5498 or 5498 ESA?

Form 5498-ESA is used to report contributions and rollovers made to a Coverdell Education Savings Account for a given tax year. Find more information about Coverdell Education Savings Accounts.

What do I do if I received a form 5498?

Your IRA trustee or custodian is the one responsible for mailing Form 5498 to the IRS, along with a copy to you. You dont have to do anything with the form itself. Just keep it with your tax records.

What do I do if I received a form 5498?

Your IRA trustee or custodian is the one responsible for mailing Form 5498 to the IRS, along with a copy to you. You dont have to do anything with the form itself. Just keep it with your tax records.

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