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Form 5498 esa contribution

Form 5498 esa contribution-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 2020. 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, 2021, and filed with the IRS by June 1, 2021.

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Click ‘Get Form’ to open it 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 for the year. Ensure this amount reflects contributions made up until April 15 of the following year.
If applicable, enter any rollover contributions in Box 2. This includes amounts transferred from one Coverdell ESA to another.
Fill in both the Beneficiary’s TIN and name accurately to avoid any discrepancies. This information is essential for IRS reporting.
Finally, review all entries for accuracy before saving or exporting your completed form. Our platform allows you to easily modify any section as 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)