Blank esa template 2026

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The document is a Form 5498-ESA, which provides information regarding contributions and rollover contributions to Coverdell Education Savings Accounts (ESAs) for the year 2018. It includes details such as the trustee's or issuer's information, beneficiary's taxpayer identification number (TIN), and instructions for both beneficiaries and trustees on how to report these contributions to the IRS. The form must be furnished to beneficiaries by April 30, 2019, and filed with the IRS by May 31, 2019.

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Click ‘Get Form’ to open the blank ESA template in the editor.
Begin by entering the Trustee’s or Issuer’s name, street address, city, state, and ZIP code in the designated fields. This information is crucial for identifying the account.
Next, fill in the Coverdell ESA contributions amount in Box 1 and any rollover contributions in Box 2. Ensure these amounts are accurate as they will be reported to the IRS.
Input the Trustee’s/Issuer’s TIN and Beneficiary’s TIN in their respective fields. This step is essential for tax reporting purposes.
Complete the Beneficiary's name and address details, ensuring all information is correct for proper identification.
Finally, review all entries for accuracy before saving or exporting your completed form. Our platform allows you to easily modify any section 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)