Get the free Form 5498-ESA - IRS - irs
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How to fill out form 5498-esa - irs
How to fill out form 5498-esa - irs?
01
Obtain the form: You can download the form 5498-ESA from the IRS website or request a copy by mail.
02
Fill out your personal information: Enter your name, address, and social security number in the appropriate sections of the form.
03
Report contributions: Provide details of any contributions made to your Education Savings Account (ESA) during the tax year.
04
Report rollovers and transfers: If you have rolled over or transferred funds from another ESA or a Qualified Tuition Program (529 plan), report the relevant information in the designated sections.
05
Enter fair market value: Determine the fair market value of your ESA as of December 31st of the tax year and report it on the form.
06
Indicate designated beneficiaries: State the name and social security number of the beneficiary of the ESA.
07
Check appropriate boxes: Make sure to check the boxes that apply to your situation, such as whether the ESA was established under a state program.
08
Review and submit: Double-check all the information entered on the form to ensure accuracy. Sign and date the form before mailing it to the IRS.
Who needs form 5498-esa - irs?
01
Individuals who have Education Savings Accounts (ESA) or Coverdell ESAs need to complete form 5498-ESA.
02
Parents or guardians who contribute to an ESA for a designated beneficiary's qualified education expenses are required to report the contributions made.
03
Financial institutions that act as trustees or custodians of ESAs also need to file this form to report information regarding contributions, rollovers, transfers, and fair market value of the accounts held by their clients.
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What is form 5498-esa - irs?
Form 5498-ESA is used by financial institutions to report contributions to Coverdell Education Savings Accounts (ESAs) to the IRS.
Who is required to file form 5498-esa - irs?
Financial institutions are required to file form 5498-ESA with the IRS.
How to fill out form 5498-esa - irs?
Form 5498-ESA should be filled out by the financial institution with accurate information regarding the contributions made to Coverdell ESAs.
What is the purpose of form 5498-esa - irs?
The purpose of form 5498-ESA is to report contributions made to Coverdell ESAs to the IRS for tax purposes.
What information must be reported on form 5498-esa - irs?
Form 5498-ESA must report information such as the account holder's name, address, account number, contributions made, and fair market value of the account.
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