5498 esa-2025

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The document is Form 5498-ESA, which provides information regarding contributions and rollover contributions to Coverdell Education Savings Accounts (ESAs) for the year 2019. 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, 2020, and filed with the IRS by June 1, 2020.

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Does form 5498 need to be reported on taxes?

No. 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.

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

No. You arent required to do anything with Form 5498 because its for informational purposes only.

Where do I report Coverdell ESA contributions on my taxes?

File Form 5498-ESA, Coverdell ESA Contribution Information, with the IRS for each person for whom you maintained any Coverdell education savings account (ESA) during 2025.

Whats the difference between a 1099-SA and 5498-SA?

The IRS Form 1099-SA is used for reporting HSA distributions; the IRS Form 5498-SA is used for reporting contributions. If you did not have contributions during the year, then you will not see the IRS Form 5498-SA. Although HSAs have triple-tax advantages, you are required to report distributions to the IRS.

Do I need form 5498-SA to file my taxes?

Participants of an HSA, Archer MSA or MA MSA do not have to file Form 5498-SA with their individual income tax return. However, if distributions from any of these accounts were taxable, they should be noted on Schedule 1 of Form 1040, Part I, line 8e.

What is form 5498-ESA?

Form 5498-ESA reports the education savings account contributions or rollovers that were made throughout the year. You do not need to enter this form in your tax return.

Do I have to report 5498 SA on my tax return?

The trustee of your HSA, Archer MSA, or MA MSA may provide other information about your account on this form. Note: Dont attach Form 5498-SA to your income tax return. Instead, keep it for your records.

Do I need to enter 5498-SA in TurboTax?

No, you dont need to enter Form 5498-SA into TurboTax. The 5498-SA reports contributions to: Health Savings Accounts (HSA)

5498 esa-2025

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