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Coverdell ESA Contribution Information Do Not Cut or 2026
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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 |
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| 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) | |
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| 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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