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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 2021. It includes details such as the trustee's or issuer's information, beneficiary's taxpayer identification number, and instructions for both beneficiaries and trustees on how to report these contributions to the IRS. The form must be furnished to beneficiaries by May 2, 2022, and filed with the IRS by June 1, 2022.

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Click ‘Get Form’ to open the form esa download in the editor.
Begin by entering the trustee’s or issuer’s name and address in the designated fields. Ensure all information is accurate to avoid issues with processing.
In Box 1, input the total Coverdell ESA contributions made on your behalf for the year. This amount should reflect contributions made up until April 18, 2022.
For any rollover contributions, enter the amount in Box 2. Remember that rollovers are generally not taxable if done correctly.
Fill in both beneficiary's and trustee's TINs where indicated. For privacy, only the last four digits may be displayed.
Finally, review all entries for accuracy before saving or exporting your completed form for submission.

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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)

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Why did I receive a form 5498?

Form 5498 is basically an ``FYI to remind you how much you contributed to your IRA for the year in question. In most cases your Roth IRA contributions dont get reported anywhere on your tax return, unless you qualify for the Savers Credit (low income) or made excess contributions.

What is tax form 5498-ESA?

Youll receive an IRS Form 1099-Q when you withdrawal money from a 529 plan or a Coverdell Education Savings Account (Coverdell ESA). Learn when and how to include it on your tax return.

Do I report ESA on taxes?

Yes, you can claim expenses for an emotional support animal (ESA) on your taxes, but only under specific conditions. Proper documentation and meeting IRS guidelines are essential for ESA-related tax deductions.

What is an ESA form?

The information on Form 5498-ESA is furnished to you by the trustee or issuer of your Coverdell education savings account (ESA) by April 30, 2026. Form 5498-ESA reports contributions and rollover contributions made for you for 2025.

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

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

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Is there a free ESA form for dogs?

There is only one instance in which an ESA letter will be free: if you already see a licensed mental health professional (LMHP). A therapist you are seeing can issue your ESA letter at no added charge. If you find a free emotional support animal letter online, know that it is not legally binding.

Are ESA funds taxable?

In general, the designated beneficiary of a Coverdell ESA can receive tax-free distributions to pay qualified education expenses. The distributions are tax-free to the extent the amount of the distributions doesnt exceed the beneficiarys qualified education expenses.

Form esa download 2026

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Why did I receive a form 5498?

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What is an ESA form?

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