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What do I do with a 5498 ESA?

The 5498 ESA tax Form must be filed by the custodian or trustee of the account. This is the entity that issued the account and oversees the account over the years. This form has two copies, Copy A must be sent to the IRS and Copy B must be distributed to the beneficiary.

Where do I put Coverdell ESA on my tax return?

Contributions. You must report contributions, including rollover contributions, to any Coverdell ESA on Form 5498-ESA. See the instructions under Box 1 and Box 2, later. If no reportable contributions were made for 2023, no return is required.

How much can I contribute to a Coverdell ESA?

No more than $2,000 per year can be put in a childs ESA(s). The beneficiary must be under age 18 during the year of contribution (unless he or she is a special-needs child). The $2,000 maximum is dependent on your filing status and modified adjusted gross income (MAGI).

What is the basis of a Coverdell ESA?

2021-10-30 A Coverdell education savings account ( ESA ) is a trust or custodial account set up expressly to pay the qualified educational expenses of a designated beneficiary.

Who files the form 5498 ESA?

File this form for each person for whom you maintained any Coverdell education savings account (ESA).

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