Coverdell ESA Contribution Information Do Not Cut or 2026

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The document is a Form 5498-ESA, which provides information about contributions and rollover contributions made to a Coverdell Education Savings Account (ESA) for the year 2023. It includes details such as the trustee's or issuer's information, beneficiary's information, and instructions for both beneficiaries and trustees regarding the reporting of these contributions to the IRS. The form emphasizes the importance of tracking contributions and adhering to contribution limits to avoid penalties.

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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 identification purposes.
In Box 1, input the total Coverdell ESA contributions made on your behalf for the year 2023. Ensure this amount does not exceed $2,000 unless you plan to withdraw any excess.
Next, fill in Box 2 with any rollover contributions made during the same period. This includes direct rollovers and military death gratuities.
Provide the Beneficiary’s TIN and name in their respective fields. This is essential for IRS reporting.
Finally, review all entered information for accuracy before saving or printing your completed form.

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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)
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2012	4.3 Satisfied (213 Votes)

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2023 5498 esa form

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