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- Click ‘Get Form’ to open the 5498 ESA in the editor.
- Begin by entering the Trustee’s or Issuer’s name and address in the designated fields. This information is crucial for proper identification.
- In Box 1, input the total Coverdell ESA contributions made on your behalf during the tax year. Ensure this amount reflects contributions made up until April 15 of the following year.
- For any rollover contributions, enter the amount in Box 2. This includes direct rollovers and military death gratuity contributions.
- Fill in both your Beneficiary’s TIN and name accurately to avoid any discrepancies with IRS records.
- Review all entered information for accuracy before saving or exporting your completed form for submission.
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| Versions | Form popularity | Fillable & printable |
|---|---|---|
| 2025 | 4.1 Satisfied (37 Votes) | |
| 2024 | 4.3 Satisfied (58 Votes) | |
| 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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Related links
Form 5498-ESA reports contributions and rollover contributions made for you for the calendar year shown on this form. For more information aboutRead more
Form 5498-ESA, Coverdell ESA contribution information. Reproducible copies of federal tax forms and instructions.