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This version of the form is not currently in use and is provided for reference only. Download this version of
Instructions for IRS Form 5498-ESA
for the current year.
Instructions for IRS Form 5498-ESA Coverdell Esa Contribution Information
This document contains official instructions for IRS Form 5498-ESA , Coverdell Esa Contribution Information - a tax form released and collected by the Internal Revenue Service (IRS), a subdivision of the U.S. Department of the Treasury. An up-to-date fillable IRS Form 5498-ESA is available for download through this link.
FAQ
Q: What is Form 5498-ESA?
A: Form 5498-ESA is a tax form used to report contributions made to a Coverdell Education Savings Account (ESA).
Q: Who needs to file Form 5498-ESA?
A: Financial institutions that hold a Coverdell ESA on behalf of a taxpayer need to file Form 5498-ESA.
Q: What information is reported on Form 5498-ESA?
A: Form 5498-ESA reports the total contributions made to a Coverdell ESA during the tax year.
Q: When is the deadline to file Form 5498-ESA?
A: Form 5498-ESA must be filed by May 31st of the year following the tax year it relates to.
Q: Do taxpayers need to attach Form 5498-ESA to their tax return?
A: No, taxpayers do not need to attach Form 5498-ESA to their tax return. It is for informational purposes only.
Instruction Details:
- This 2-page document is available for download in PDF;
- These instructions will be used to file next year's taxes. Choose a previous version to file for the current tax year;
- Complete, printable, and free.
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